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Value investor Prem Watsa bullish on India growth story


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So...if I believed in India story, what are some effective ways to play this ?


This index of Indian small caps does not appear overvalued at less than book value and around 10x earnings according to their end of year fact sheet.  This market has already had a decline..


The ETF is by VanEck and is ticker SCIF




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Difficult to play the India growth story with ETFs. The index weightings is skewed towards some heavyweight names that will in fact be laggards going forward.


The best way to play IMO is either 1/invest with a value investor fund that is still raising capital 2/buy some ADRs. There are are some very good names that can be traded as ADR in the US.

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