Recommendation for investment focused on Japan/India

KP24 wrote: »

Hi,

I have a couple of funds which are quite heavily focused on the UK/US.

I want to diversify and think the far east and India are on their way up.

How would i go about trying to pick a fund which gives me exposure to these markets?

Thanks.

Enter 'India' in the search box of Trustnet. Other websites are available:cool:

https://www.trustnet.com/Tools/Search.aspx?keyword=india&on=F&uw=uw

How about the Terry Smith FEET fund? Not in it myself but I am in his Fundsmith and I understand it takes a similar approach.

You're talking about two very different countries at two very different stages of development, separated by if nothing else a huge distance (Mumbai is closer to Frankfurt than it is to Tokyo). I think the first thing you need to do is clarify why exactly you think these two countries in particular are on the up.

bostonerimus wrote: »

What makes you think India and Japan are better than other places to invest your money. Why not just buy a global equity tracker that will invest your money according to market cap. That will give you some exposure to Japan and India.......of course buy anything with your overall allocation in mind.

Well, if everyone thought like that, then no one would buy or sell shares or funds in individual countries since everyone would have perfect agreement on what everything is worth as a simple % of the world economy.

But obviously not everyone thinks that, it takes all kinds, etc. You dont even need to think that you "know" that (say) Japan will do very well you might think the chance it will do very well is worth a punt compared to taking average returns.

I have made a lot of money on various shares and sectors by taking what i agree are calculated risks like this based on my research. ( I have also lost a lot on the same basis :rotfl: ) Overall though I'm substantially up.

Not sure I'd do it again, but the fact is there isn't consensus about any particular sector, country or company, some think you should buy Tesla others sell, etc. Those who buy Tesla have their reasons, same as those who sell. Even if you invest in a tracker, you are in essence still buying based on those who are speculating that tesla is worth multiple times the rest of the worldwide car industry (from what i read, maybe I'm out in the detail, point being say people start speculating in Japan, you are still riding that trend even if you have a tracker.