India stock market

aroominyork

bostonerimus wrote: »

My comments are applicable to an active portfolio too. Whether you use active or tracker funds you should set an asset allocation that allows you to sleep and night and not think about tweaking on bits of economic news or on short term market movements. Let your active funds do the active investing......don't go buying and selling within your portfolio in an effort to time the market......that way madness lies.

Yes, I understand that. The tweaks I am making at the moment are, three months after starting to DIY, arriving at that asset allocation. It's taking a little trial and error as you can only really work out what you are comfortable with when investing real cash... and, of course, while gaining insight from taking on board guidance from good folks such as yourself.

Alexland

I work in a multinational company and have managed Indian workers for about 10 years with some of them becoming good friends. From what they say about their lives and economy I would have no hesitation investing in their country. No idea what the short term returns would be in India any more than on UK stock however if following a fixed allocation the rebalancing would work it's magic to deliver returns.

george4064

Long term holder of Pacific Assets Trust here, it is overweight to India vs benchmark which Im very happy with.

Worth checking out.

Apodemus

I wonder if the OP is looking too much at underlying capital growth and ignoring the income side of things? Companies in emerging markets might be capable of cash generation at levels higher than in developed markets. Has to be balanced against currency risk, though.

bostonerimus

aroominyork wrote: »

Yes, I understand that. The tweaks I am making at the moment are, three months after starting to DIY, arriving at that asset allocation. It's taking a little trial and error as you can only really work out what you are comfortable with when investing real cash... and, of course, while gaining insight from taking on board guidance from good folks such as yourself.

In total you have 8% invested in the funds you mention in the original posting. I don't think you really need to be worrying too much about investments at that level.