India is the long term winner of de-globalization
India is the winner for the next decade ahead, and with its manufacturing expansion, energy.
Fossil fuels, coal in particular, are set to benefit long term as India absorbs a chunk of China’s manufacturing footprint.
The reshoring / nearshoring / friendshoring theme, can reverse some of the impact of globalization, and perhaps trigger huge upside in India (and Mexico), perhaps echoing the performance of China’s stock market since 1989.
Their opportunistic geopolitical neutrality is a tactical move that is likely to pay dividends for Modi. Maintaining relations with Russia allows them to benefit from low-cost oil barrels that nobody else wants. Being able to leverage coal and fossil fuels and not be slowed down by ESG mandates can bring wealth generation to masses of poor people as the country makes a huge leap forward.
Clearly there is lots of room to improve, infrastructure is FAR behind the developed world, and population density and demographic trends are extremely bullish long term, so the growth potential is clearly there as more and more industries and companies establish factories in India, following
AAPL
’s lead.
The stock market index priced in local currency shows a long-term Time@Mode trend that warrants impressive long-term upside, and the US ETF
INDY
will likely follow suit in this regard.
Daily and weekly trends are already bullish, giving a low-risk entry to gain exposure to India’s top 50 companies safely from US brokerage accounts. Quarterly timeframe can trigger a trend as well, it seems to be a matter of time before the forecast confirms, perhaps during Q4 2023 or Q1 2023.
Best of luck!
Cheers,
Ivan Labrie.
Fossil fuels, coal in particular, are set to benefit long term as India absorbs a chunk of China’s manufacturing footprint.
The reshoring / nearshoring / friendshoring theme, can reverse some of the impact of globalization, and perhaps trigger huge upside in India (and Mexico), perhaps echoing the performance of China’s stock market since 1989.
Their opportunistic geopolitical neutrality is a tactical move that is likely to pay dividends for Modi. Maintaining relations with Russia allows them to benefit from low-cost oil barrels that nobody else wants. Being able to leverage coal and fossil fuels and not be slowed down by ESG mandates can bring wealth generation to masses of poor people as the country makes a huge leap forward.
Clearly there is lots of room to improve, infrastructure is FAR behind the developed world, and population density and demographic trends are extremely bullish long term, so the growth potential is clearly there as more and more industries and companies establish factories in India, following
AAPL
’s lead. The stock market index priced in local currency shows a long-term Time@Mode trend that warrants impressive long-term upside, and the US ETF
INDY
will likely follow suit in this regard. Daily and weekly trends are already bullish, giving a low-risk entry to gain exposure to India’s top 50 companies safely from US brokerage accounts. Quarterly timeframe can trigger a trend as well, it seems to be a matter of time before the forecast confirms, perhaps during Q4 2023 or Q1 2023.
Best of luck!
Cheers,
Ivan Labrie.
Comentário:
www.bloomberg.com/ne...r-rupee-debt-economy
Good read, another factor to consider boosting this bullish case.
In short: inflows into bonds help yields stay low(er) whilst stabilizing local currency.
Bullish for equities in India indirectly.
Good read, another factor to consider boosting this bullish case.
In short: inflows into bonds help yields stay low(er) whilst stabilizing local currency.
Bullish for equities in India indirectly.
Trade ativo:
Back on track, I suggest to not overlook this play...
I allocated roughly 5% of my portfolio to it, can grow handsomely long term.
Back on track, I suggest to not overlook this play...
I allocated roughly 5% of my portfolio to it, can grow handsomely long term.
Quarterly signal isn't active yet, in the ETF, it sure is in the NIFTY chart...