Higher economic growth does not necessarily lead to higher equity market returns and vice versa. I have written about this concept many times before. So it is wise not to invest in the equities of a country just because the economy is growing strongly. Over the past three decades or so, China and India have …
Continue reading ‘Stock Market Investing: India vs. China – Which is Better?’ »
The Indian equity market has performed very well this year. The benchmark Sensex has shot up over 21% year-to-date. In the past five years the index has more than doubled. Today the index reached a new high of 58,459.70 before retreating. Sensex year-to-date return: Sensex 5-year return: Source: Google Finance Related: Is now a good …
India’s benchmark Sensex index has made a strong recovery since the March lows of 2020.But earlier this year the index wobbled as rising covid cases and restrictions made investors jittery. Recently though the Sensex has been rising and has crossed the 50,000 level again. In the past 5 years the index has shot up nearly …
One of the issues with investing in emerging markets is that some of them are concentrated with certain sectors accounting for a large weightage than others. For instance, the Russian market is over weight in energy primarily crude oil. Taiwan is heavy in the tech sector such as semiconductors and hardware. Financials dominate the equity …
Continue reading ‘India is Far More Diversified Than Other Emerging Equity Markets’ »
India is known around the world as a powerhouse for software services. It may be surprising for some investors to learn that India is a global leader in the pharma industry also. Many of the cheap generic drugs that are sold in the US market are manufactured in India. Many years ago Israel used to …
Continue reading ‘The Top 15 Pharmaceutical Companies in India’ »