Very good analysis, The Indian market is great for investment but it is highly overvalued now. Even Indian analysts are expecting some sort of correction in 2025.
My two cents- Valuation: The mid and small cap is surely expensive. But nifty 50 (top 50 companies in terms of market cap) is close to historic fair valuation. Scandal: Well, it's only allegation. The Hindenburg saga was thoroughly investigated by SEBI and the Indian supreme court and the Adani group was cleared of any wrong doing. The current indictment in US court holds no credibility, there is simply not enough evidence or jurisdiction here. While I don't say that Indian system is free from corruption, this particular indictment just seems like a parting gift from the democratic regime and the western deep state. And please, get the map right. Kashmir, Aksai chin and Arunachal Pradesh are Indian territory. The very least that could be done is to show them as disputed territories.
Super analysis! Thanks also for being open and honest enough to talk about corruption. There was a general dip in the Indian market in November 2024 which I invested into - which has done reasonably well since ... Franklin at 0.19% was a choice. We'll see how it goes.
The best way to invest in India is to invest in the U.S. which has Indians running all the tech companies and sending their funds out of the U.S. to India.
Don't underestimate India and Modi. They moved above UK last year and is a fast growing and dynamic economy. The UK economy essentially stagnant and looks to be getting worse. Western bias at play in the comments here. Will age badly I think.
One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
Great content, as always! Note: When I look up the expense ratio for "Xtrackers MSCI India Swap UCITS ETF 1C", it's 0.61%. I wonder where the difference stems from.
II have a portfolio on invest engine which is 85% developed countries ETF and 15% emerging markets ETF. I am considering replacing the emerging markets with an India ETF. What do you think about this idea?
Thats a coincidence. I've just opened an India ETF last week. The US is looking dangerously overvalued. They're about to combine a more-extreme version of brexit with George Osbourne-style government austerity cuts. Its clearly going to be a disaster. I'm reallocating from the US to the UK and India. The UK has lots of cheap international services stocks with chunky dividend payments.
India is looking just as overvalued as the US, if not more so, though. So, if that's your argument against the US, then the same argument applies to India.
Unfortunately, I think that, they are all connected ... globalism = 'complex systems'. They are networked and connected - there is little equity-based shelter from that storm
Too much political risk for me, although an Indian colleague tells me India will soon become a failed state as its democratic experiment turns more autocratic.
@@nighttrain1236 The amount of political risk is already baked into the price of both India and China. That said, assessments can change quickly downwards but slowly upwards.
Thats the problem with indian market in general: lots of potential and returns on the big scale, but everything is overvalued with lots of risks and volatility when you actually want to invest in anything.
Would love to own an Indian bond...but there aren't even any etf for that... IN FACT, why isnt there a big individial government bond provider anywhere? Interactive Brokers have the secondary market, but its SO limited....
Nothing to say about the Vanguard £4 pcm charge for under £32000 portfolios? I would have though your view on this is more current. I've alreaady decided to leave the Big V. Bogel is spinning.
Thought-provoking video. I am always torn over India - trying to separate the investment case from the serious political issues that affect the country (particularly Modis' direction and treatment re non Hindus [absolutely awful], the caste system [which is rarely mentioned these days] and the out and out corruption - not to mention his relationship with Putin from whom he buys oil that lets Russia wage war against Ukraine). I also wonder whether I am too late. Maybe not, but given the valuations now is not the right time to invest for me - although I could be totally wrong.
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It doesn't work in India
Indian market has exceeded total returns of US market since 1998 in US$ terms.
I invested in 50-50 US and India only. But right now I am 40% cash.
Very good analysis, The Indian market is great for investment but it is highly overvalued now. Even Indian analysts are expecting some sort of correction in 2025.
Quality YT content available here. Well done Ramin, keep up the good work!
My two cents-
Valuation: The mid and small cap is surely expensive. But nifty 50 (top 50 companies in terms of market cap) is close to historic fair valuation.
Scandal: Well, it's only allegation. The Hindenburg saga was thoroughly investigated by SEBI and the Indian supreme court and the Adani group was cleared of any wrong doing. The current indictment in US court holds no credibility, there is simply not enough evidence or jurisdiction here. While I don't say that Indian system is free from corruption, this particular indictment just seems like a parting gift from the democratic regime and the western deep state.
And please, get the map right. Kashmir, Aksai chin and Arunachal Pradesh are Indian territory. The very least that could be done is to show them as disputed territories.
Super analysis! Thanks also for being open and honest enough to talk about corruption.
There was a general dip in the Indian market in November 2024 which I invested into -
which has done reasonably well since ... Franklin at 0.19% was a choice. We'll see how it goes.
The best way to invest in India is to invest in the U.S. which has Indians running all the tech companies and sending their funds out of the U.S. to India.
Good, well rounded video
Investing in Indian shares has sailed 20 years ago 😅
Its still early.
Combine a momentum and value ETF fifty-fifty,and you'll do well
Don't underestimate India and Modi. They moved above UK last year and is a fast growing and dynamic economy. The UK economy essentially stagnant and looks to be getting worse. Western bias at play in the comments here. Will age badly I think.
I recently invested in ishares China large cap.
Amazing return, already made 10% im happy to now let it sit in 212 trade and gather cash interest.
Could we have the ticker symbol?
If India gives US 2 military bases then India will be #2 in Freedom index after the US ! These index are a joke 😂😂
One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
Great content, as always! Note: When I look up the expense ratio for "Xtrackers MSCI India Swap UCITS ETF 1C", it's 0.61%. I wonder where the difference stems from.
It could be argued that India is already doing an 'early 90s China'
Lol. No.
What the hell's all these spam comments ramin?
Hi @nic47531 they are a total nightmare! I'm removing them now. Thanks
Hi @nic47531 I just ran the spam filter and deleted them. The bots on RUclips are out of control. Thanks, Ramin.
Are there any Funds that have a low charge ( as opposed to an ETF). Currently I seem to have been given IGC which has a charge of 1.6%
II have a portfolio on invest engine which is 85% developed countries ETF and 15% emerging markets ETF. I am considering replacing the emerging markets with an India ETF. What do you think about this idea?
The Freedom index is a useless measure lol 😂.
I already invest in india. Why does everyone on here think its so weird.
Too expensive, tiny market and need to take big position to make it worth while.
Thats a coincidence. I've just opened an India ETF last week.
The US is looking dangerously overvalued. They're about to combine a more-extreme version of brexit with George Osbourne-style government austerity cuts. Its clearly going to be a disaster. I'm reallocating from the US to the UK and India. The UK has lots of cheap international services stocks with chunky dividend payments.
India is even more overvalued than US.
India is looking just as overvalued as the US, if not more so, though. So, if that's your argument against the US, then the same argument applies to India.
Unfortunately, I think that, they are all connected ... globalism = 'complex systems'. They are networked and connected - there is little equity-based shelter from that storm
I rather take a risk on Chinese stocks
Too much political risk for me, although an Indian colleague tells me India will soon become a failed state as its democratic experiment turns more autocratic.
@@nighttrain1236 yes illibral democracy you can vote but if anyone threatens to beat modi then things start to happen
what ghost banks and the property problems not to mention the CCP ermm no
@@nighttrain1236 The amount of political risk is already baked into the price of both India and China. That said, assessments can change quickly downwards but slowly upwards.
@@hachimaru295Lol, you have no idea, the Indian you are talking too. Isn’t giving you the actual picture. Lol
Would anyone like to suggest a good index fund in India?
Franklin FTSE India ETF (0.19%) rather than iShares MSCI India ETF (0.65%) ... just a suggestion
FLIN
Agreed..FRIN
Please more foreign country market videos
Corruption and an authoritarian Government makes it a big no for me. Way too much risk of being wiped out.
How do you know authoritarian government. Lol west is brainwashed by what they see in BBC
It is only corruption if the gov. not being doing it, Baba.
Less corrupt than US and less authoritarian than Trump. 😂
@@VTh-f5x 😂😂😂😂 You are the definition of delusion.
Thats the problem with indian market in general: lots of potential and returns on the big scale, but everything is overvalued with lots of risks and volatility when you actually want to invest in anything.
I have found better investing opportunities in Pakistan.
I’m going for India via an investment trust. It’s a volatile market and opaque economy so I’m not yet comfortable with an index tracker.
Why are all India etfs accumulating ones?! They had one before that paid dividends, but now anymore for quite some time...
I have not found Indian companies to be high dividend payers and their yield is low
Would love to own an Indian bond...but there aren't even any etf for that... IN FACT, why isnt there a big individial government bond provider anywhere? Interactive Brokers have the secondary market, but its SO limited....
Finally ❤
If you've ever watched any Bald and Bankrupt videos on India, there is no way in hell i'd invest a single cent in that country, its a mess....
Investment advice from a guy calling himself bankrupt. 😮
You didn't understand his comment
LOL
Lol India
No thanks
It's information, not a sales pitch.
You could just, you know, not. Rather than telling everyone. Never understood these types of comments
Nothing to say about the Vanguard £4 pcm charge for under £32000 portfolios? I would have though your view on this is more current. I've alreaady decided to leave the Big V. Bogel is spinning.
He did a whole video on it
He did a video yesterday on it 😂
@@stevecornell5596 Ha! my bad Just caught up it's been a busy week at work.
thanks guys have good weekend
Yesterday's news and everyone covered it, Ramin included lol
No way would I invest in India.
Thought-provoking video.
I am always torn over India - trying to separate the investment case from the serious political issues that affect the country (particularly Modis' direction and treatment re non Hindus [absolutely awful], the caste system [which is rarely mentioned these days] and the out and out corruption - not to mention his relationship with Putin from whom he buys oil that lets Russia wage war against Ukraine).
I also wonder whether I am too late. Maybe not, but given the valuations now is not the right time to invest for me - although I could be totally wrong.
Indian is safe under Modi Leadership, Thankyou !! I think we 1.4 BILLION INDIANS KNOW BETTER THAN WEST WHO LOOTED INDIA DURING THEIR ERA!!
Dude you are watch too much BBC and DW both are captured by Pakistani and Turkish respectively.
India will be a supreme market because of the young population no country has it so I am bullish in Indian market
There is often a pullback every few months
Typical western propagandist comment.
I don't blame you as you are fed this day in and out.