February 8, 2024 | Daily JAM, EWY, Mid Term, Perfect Five-ETFs, Stock Alerts |
I try not to argue with cash flows. Especially when I’m making asset allocation decisions. And right now global cash is heading for India. A number of reasons. Portfolio managers looking for diversification need emerging markets exposure and India looks like the best bet. Going long India is, in effect going short China since much of the new India money is essentially old China money fleeing what looks like an economy set to struggle for a while. And there is an India fundamental story based on an economy headed for 7% growth. For all these reasons I’m added the Franklin FTSE India ETF (FLIN) to both my Perfect 5 ETF Portfolio as rep
March 24, 2020 | Daily JAM, HDB, Stock Alerts |
In normal markets I don't sell stocks out of my long-term 50 Stocks Portfolio on changes in market direction. This is definitely a buy-and-hold-ish portfolio. But these aren't normal times either for financial markets or economies and today, March 24, I'm selling...
November 28, 2017 | Daily JAM, HDB, Stock Alerts |
It's only sensible to worry about numbers like these--they're just so deliciously good. For the last 10 years, India's HDFC Bank has been able to grow its loan portfolio by 31% annually. It's deposit base has expanded at almost the same rate, 29% annually. That...
March 2, 2015 | Daily JAM, Morning Briefing, You Might Have Missed |
The budget the Indian government announced on Saturday, February 28, for the fiscal year that begins on April 1, wasn’t a home run but it was probably good enough to keep Indian stocks moving higher in the months ahead
January 22, 2015 | Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
November 17, 2014 | Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
May 20, 2014 | Uncategorized |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
May 19, 2014 | Daily JAM, Morning Briefing |
So where is the cash headed? It’s coming out of U.S. equities right now and moving to the sidelines. That’s only a temporary destination, however.
