Jump to content

Value investor Prem Watsa bullish on India growth story


maxthetrade

Recommended Posts

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

 

http://www.vaneck.com/funds/scif.aspx

http://www.vaneck.com/library/market-vectors-etfs/scif-fact-sheet-pdf

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

  • 2 weeks later...
  • 3 weeks later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...