Investors are undervaluing India–and its next generation of stocks
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Rethinking emerging market stocks after Libya? Who isn’t? Here’s how it’s changed my thinking
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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...India shows why investors are afraid of emerging markets now
The Reserve Bank of India has raised interest rates seven times in the last 12 months. So far the effort hasn’t slowed inflation—but it has taken a bite out of economic growth.
India raises interest rates again–that’s more bad news for an Indian banking sector that’s had bad news to spare recently
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My picks for the five best stock markets to overweight in 2011
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...India’s scandals might be creating a buying opportunity in HDFC Bank
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Don’t run for the hills when emerging markets crumble–here’s how to buy the shares you want for the long run
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Go domestic with some of your international stock picks
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Inflation expectations are getting baked in–at least in the gold market
Typically, when gold prices rise, the demand for physical gold from the jewelry market falls. Buyers of gold for jewelry and the buyers of gold jewelry itself are traditionally very price sensitive. This is particularly true in India, the world’s largest market for gold jewelry and the source of one-eighth of global gold demand. Buyers there simply postpone purchases or buy less when prices rise. Except they’re not doing any such thing right now.
Australia and India raise interest rates to battle inflation–while developed economies worry about deflation
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