RetireJapan

AdultingInJapan wrote: ↑Tue Feb 20, 2024 11:05 am

Deep Blue wrote: ↑Fri Feb 16, 2024 2:02 pm But more to the point, Indian equities now remind me of Chinese equities a decade ago. Very fully valued, plenty of utterly shite corporate governance and more than a few outright scams - Mr Adani I’m looking at you. Huge amounts of hype and untenable valuations.

I certainly wouldn’t be making an allocation to Indian equities now.

For real. India is known to be a country of scams and fraud. Unless the general culture is changed, there is no way India is the economy of the future.

beanhead wrote: ↑Fri Feb 23, 2024 9:02 am I have been buying this eMaxis Slim fund on and off for a couple of years. The performance has been poor, compared to the All-Country and the S&P500. Of course, who knows what might happen in the future.

beanhead wrote: ↑Fri Feb 23, 2024 9:02 am

sutebayashi wrote: ↑Sat Feb 17, 2024 5:02 am

styxomaniac wrote: ↑Fri Feb 16, 2024 2:44 am Do any of you invest in India?

It’s a good chunk of the MSCI developing markets index, so in that sense yes.

It’s about 14% of that, and I have about 25% of my portfolio in developing market equities, so about 3.5% of my total portfolio is there.

I have been buying this eMaxis Slim fund on and off for a couple of years. The performance has been poor, compared to the All-Country and the S&P500. Of course, who knows what might happen in the future.