Comments on: Investing in Emerging Markets: Three Reasons Why You Should Invest in India, Not China http://www.investmentu.com/2009/October/investing-in-emerging-markets.html Investment Advice and Investment Research with a Contrarian Point of View Thu, 09 Feb 2012 16:06:49 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Emerging Market Investing: Forget the BRIC Nations and Buy This Country Instead | Wealth Magazine http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-74640 Emerging Market Investing: Forget the BRIC Nations and Buy This Country Instead | Wealth Magazine Tue, 12 Oct 2010 20:03:41 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-74640 [...] if you can guess which emerging market investment I’m talking about. Take a look at these statistics—and feel free to sound smart at your next [...] [...] if you can guess which emerging market investment I’m talking about. Take a look at these statistics—and feel free to sound smart at your next [...]

]]> By: Bev http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-60557 Bev Sun, 18 Jul 2010 02:51:50 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-60557 I like Mr. Chan's response. You can tell he's worked hard to learn English, among other things. He is one of the few, even considering Americans, who correctly used a comma after an opening clause. (You have to admire Chan's work ethic.) My brother is a business major and was in floor sales for years. Recently, he purchased a flooring company in China. I know him well enough to know that he would not have done this unless he felt very confident about the return after he'd done the research. (One of the things my brother specifically admired about the Chinese that he mentioned to me was their work ethic.) I know many Americans who can't even be bothered to do a little homework. Sincerely, An English teacher I like Mr. Chan’s response. You can tell he’s worked hard to learn English, among other things. He is one of the few, even considering Americans, who correctly used a comma after an opening clause. (You have to admire Chan’s work ethic.) My brother is a business major and was in floor sales for years. Recently, he purchased a flooring company in China. I know him well enough to know that he would not have done this unless he felt very confident about the return after he’d done the research. (One of the things my brother specifically admired about the Chinese that he mentioned to me was their work ethic.) I know many Americans who can’t even be bothered to do a little homework.

Sincerely,
An English teacher

]]> By: CAT Prowls the Emerging Markets | Newsworthy Stocks http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-58349 CAT Prowls the Emerging Markets | Newsworthy Stocks Sun, 04 Jul 2010 20:26:17 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-58349 [...] insight: “For Caterpillar to maintain its industry leadership, it is critical that we continue to invest in emerging markets to support our customers.” Caterpillar obviously knows where it’s at. Now the question becomes: [...] [...] insight: “For Caterpillar to maintain its industry leadership, it is critical that we continue to invest in emerging markets to support our customers.” Caterpillar obviously knows where it’s at. Now the question becomes: [...]

]]> By: Shruti http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-43496 Shruti Wed, 21 Apr 2010 12:50:56 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-43496 The argument of India vis-a-vis China or other country is not about which is better developed. The argument is which has higher potential to grow. And as far as India is concerned, it is definetly better-placed in terms of growth because the potential is humungous. Indians have made a lot of money, and are still making so. And they till now didnt evenhave the basics. So this money will be used to meet these basics: better food, electronics, house, cars, etc. This is driving the Indian economy and hence for investors it is a great opportunity to invest in the the right sectors and benefit from it, It is not about China being better than India or vice-versa. It is about the better investment growth opportunity in the future. The argument of India vis-a-vis China or other country is not about which is better developed.

The argument is which has higher potential to grow. And as far as India is concerned, it is definetly better-placed in terms of growth because the potential is humungous.

Indians have made a lot of money, and are still making so. And they till now didnt evenhave the basics. So this money will be used to meet these basics: better food, electronics, house, cars, etc.

This is driving the Indian economy and hence for investors it is a great opportunity to invest in the the right sectors and benefit from it,

It is not about China being better than India or vice-versa. It is about the better investment growth opportunity in the future.

]]> By: Francis Chan http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-27186 Francis Chan Sun, 18 Oct 2009 03:24:25 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-27186 Dear Karim, I bet may be wrong this time because of the following reasons: (1) In the past,Chinese Government was very poor with no foreign currencies reserves.Even under this condition,the country still made some progress.Case in the point,we had our nuclear bomb in 1964 to defend our country. (2) We have our racial spirit to upgrade our standards in all aspects.This is the hidden intangible impetus and most foreigners don't understand.We work hard and smart. (3) We do not have any language barrier within China.We are also diligent enough to upgrade our foreign languages especially the use of English. We are confident that the language barrier will gradually be eliminated.Like myself,I learn English by myself,constant practice keeps improving my proficiency and fluency.The spirit drives me to do so.People in the West work only 5 days in a week.We work on every Sundays.Please don't complain child labour because I am a guy close to sixty. (4) The economic development we have right now comes from the development of some coastal cities,some cities along Pearl River Delta and the Yangzi River Delta only.The central part,the north western and south western parts are still under development.This will be the economic impetus for developing our domestic market. (5) As everybody knows,the buying power of the Dollars keeps deminishing,we currently use the Dollars to buy raw materials and commodities.When the economy picks up again with the depreciation of the Dollars,the buying power of our foreign reserve will be maintained. (6) The Chinese parents have been willing to move heaven and earth to support their children to hvae the best education offered. This is just off my head,so we are confident that we can maintain a comfortable edge over our competitors. Dear Karim,
I bet may be wrong this time because of the following reasons:
(1) In the past,Chinese Government was very poor with no foreign currencies reserves.Even under this condition,the country still made some progress.Case in the point,we had our nuclear bomb in 1964 to defend our country.
(2) We have our racial spirit to upgrade our standards in all aspects.This is the hidden intangible impetus and most foreigners don’t understand.We work hard and smart.
(3) We do not have any language barrier within China.We are also diligent enough to upgrade our foreign languages especially the use of English.
We are confident that the language barrier will gradually be eliminated.Like myself,I learn English by myself,constant practice keeps improving my proficiency and fluency.The spirit drives me to do so.People in the West work only 5 days in a week.We work on every Sundays.Please don’t complain child labour because I am a guy close to sixty.
(4) The economic development we have right now comes from the development of some coastal cities,some cities along Pearl River Delta and the Yangzi River Delta only.The central part,the north western and south western parts are still under development.This will be the economic
impetus for developing our domestic market.
(5) As everybody knows,the buying power of the Dollars keeps deminishing,we currently use the Dollars to buy raw materials and commodities.When the economy picks up again with the depreciation of the Dollars,the buying power of our foreign reserve will be maintained.
(6) The Chinese parents have been willing to move heaven and earth to support their children to hvae the best education offered.
This is just off my head,so we are confident that we can maintain a comfortable edge over our competitors.

]]> By: Jim http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-26158 Jim Wed, 07 Oct 2009 18:01:22 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-26158 Fascinating! Why am I not surprised that most of your fans are Indians? The fact is China has outperformed India in every single way in the last 30 years, in good times and bad times. While Chinese farmers are poor, they are not starving like Indians because of lack of Monsoon water. You get your hopes up because of a PREDICTION of higher GDP growth next year, why don't we compare what has actually happened? How about actually catching up to China one day, or what you really should hope for, catching up to the West? I will bet you that the Chinese are not looking back to see if you are keeping pace with them. India is a developing, like China, so naturally it has a lot of growing to do. Karim is right that investing in India is a good idea, however he should have done more research before comparing India with another country that he doesn't appear to know much about. Did he forget to take a trip to China first? Fascinating! Why am I not surprised that most of your fans are Indians? The fact is China has outperformed India in every single way in the last 30 years, in good times and bad times. While Chinese farmers are poor, they are not starving like Indians because of lack of Monsoon water. You get your hopes up because of a PREDICTION of higher GDP growth next year, why don’t we compare what has actually happened? How about actually catching up to China one day, or what you really should hope for, catching up to the West? I will bet you that the Chinese are not looking back to see if you are keeping pace with them.

India is a developing, like China, so naturally it has a lot of growing to do. Karim is right that investing in India is a good idea, however he should have done more research before comparing India with another country that he doesn’t appear to know much about. Did he forget to take a trip to China first?

]]> By: P Frinque http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-26120 P Frinque Wed, 07 Oct 2009 06:56:13 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-26120 Interesting article but why only Infosys? Why not take a broad exposure to India through iPath India ETN? http://www.ipathetn.com/INP-index-components.jsp Interesting article but why only Infosys? Why not take a broad exposure to India through iPath India ETN?

http://www.ipathetn.com/INP-index-components.jsp

]]> By: Vlada http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-25892 Vlada Sat, 03 Oct 2009 19:34:56 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-25892 Thanks Karim for this post. I fully agree with you, I see more upside potential in India rather than China. Service oriented Indian economy is main reason why India is one step ahead in current situation. I have posted also similar article comparing outlook for BRIC markets at http://www.emergingindex.com/2009/06/bric-emerging-markets.html Thanks Karim for this post.
I fully agree with you, I see more upside potential in India rather than China. Service oriented Indian economy is main reason why India is one step ahead in current situation.
I have posted also similar article comparing outlook for BRIC markets at http://www.emergingindex.com/2009/06/bric-emerging-markets.html

]]> By: sanjiv khungar http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-25887 sanjiv khungar Sat, 03 Oct 2009 15:53:47 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-25887 HERSHAD MEHTA,REFFERED AS BIG BULL IN STORY WAS ACTIVE IN 1992 AND NOT 1997 AS MENTIONED. HERSHAD MEHTA,REFFERED AS BIG BULL IN STORY WAS ACTIVE IN 1992 AND NOT 1997 AS MENTIONED.

]]> By: Investing in Emerging Markets: Three Reasons Why You Should Buy India, Not China | INVESTMENT NEWS&IDEAS http://www.investmentu.com/2009/October/investing-in-emerging-markets.html#comment-25856 Investing in Emerging Markets: Three Reasons Why You Should Buy India, Not China | INVESTMENT NEWS&IDEAS Fri, 02 Oct 2009 22:53:29 +0000 http://www.investmentu.com/IUEL/2009/October/investing-in-emerging-markets.html#comment-25856 [...] some-more here: Investing in Emerging Markets: Three Reasons Why You Should Buy India, Not China Share and [...] [...] some-more here: Investing in Emerging Markets: Three Reasons Why You Should Buy India, Not China Share and [...]

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