Saludos;
Ultimamente he estado siguiendo algunos fondos RV India, pensando cada día:
" A la siguiente bajada me posiciono! "
Lo que pasa es que no paran de subir! Creeis que les queda algo de potencial a corto o medio plazo?
Mi intencion es posicionarme con un 5% de mi cartera a corto plazo en el siguiente producto:
http://www.morningstar.es/es/funds/snapshot/snapshot.aspx?id=F0GBR067HA
Opiniones por favor?
Hola Ssr_gld, te doy la opinión de Mark Mobius, que la mía no vale un pimiento:
"India’s slip in the WEF’s global competitiveness ranking was disappointing, but not really surprising. I’ve long said reform has been badly needed there, with less red tape and fewer barriers to entry for businesses to thrive, and a climate that is friendlier for foreign investors. However, with new reform-minded leadership elected this year, we are hopeful this will change in the coming years. Investment in infrastructure, health and education could go a long way in boosting India among the competiveness rankings.
India’s market has reflected the optimism investors feel following the election of Prime Minister Narendra Modi in May 2014, along with improving economic growth. The Indian economy expanded at its fastest pace in more than two years in the April–June quarter, with GDP growth accelerating to 5.7% year-over-year, from 4.6% year-over-year in the prior quarter.4 Improvements in the mining, manufacturing and financial services sectors supported growth.
We are quite positive about India and have been for quite some time despite the fact that the previous government did not really move the economy along as fast as we would have liked. And, we still feel corporate governance needs to improve so minority shareholder interests are protected.
With the new government, we think India may be turning a new page. The country has a blank sheet of paper and there is a lot to be written on it. I believe Modi is the right person to write the story of a brighter future. However, it isn’t going to happen overnight, so patience is important. From an investment standpoint, India offers attractive GDP growth rates, a strong culture of entrepreneurship, and access to a burgeoning consumer market."
Es de ayer 2 de octubre.
El enlace a su blog:
Saludos sin hacer el indio
Yo entré antes de las elecciones en el Fidelity India Focus, ya he recogido beneficios dos veces. Ahora la estrategia sería mantener y observarlo de cerca, los fondos de la India cuando suben suben mucho, pero cuando bajan, ...
Gracias a los dos, creo que voy a tirarme a la picina a corto plazo con un stop-loss por si las moscas.
Saludos
Mira, HSCB también confía en la India:
HSCBC’s outlook for the fourth quarter includes lower projections for growth in the emerging world. And it just published projections for 2016 along with its revisions for GDP growth and inflation estimates this year and next.
HSBC expects 2014 emerging world GDP growth of 4.4% this year, down from 4.5%. Next year, it expects 4.9% growth and in 2016, 5.2%. That compares with estimated growth of 1.6% in the developed world this year, and 1.9% in each of the next two years.
HSBC bumped up its estimates for India’s growth, but lowered its outlook for Brazil by 0.7 points to 0.4% GDP growth this year. It also lowered its outlook for Russia, where it expects a flat performance this year and a 1% decline in 2015 versus its previous 1% growth estimate. HSBC sees China’s economy expanding by 7.5% this year, an increase of 0.1%, 7.7% in 2015 and 7.6% in 2016.
“We have once again lowered our projections for growth in the emerging world, in part reflecting these increased monetary risks. Of the major emerging nations, the biggest disappointments are Brazil and, thanks to the impact of sanctions and related political uncertainty, Russia. India is a potential beacon of light due to a more stable monetary footing and the promise of [Prime Minister Narendra] Modi-led reform. China, meanwhile, continues to expand at around 7.5% per year."
Saludos
"Seeking Alpha" también:
http://seekingalpha.com/article/2536735-indian-markets-likely-to-be-star-performers?ifp=0
Un saludo
Mirando este fondo un poco....¿has visto en que invierte? No entiendo nada. Invierte en Pinebridge Mauritius, pero no sabemos en que invierte Pinebridge Mauritius. ????
¿Y has visto el P/E, el P/B, y el P/CF que da Fondotop para este fondo? De tamaños Godzillianos, 47.87, 8.23, y 40.
Un saludo
Buenas, ¿Que es el P/E, el P/B, y el P/CF?
