India equities

noclaf

I used the Fidelity 'chart and compare' function to look at a side by side view of a couple of funds including VEVE/SWDA/HMWO/VWRL/FTSE Global All CAP, the Stewart fund Linton suggested and Franklin FTSE India ETF.
Interestingly the Franklin India ETF was the best performer over 1 and 3 years but once you extend beyond to 5 and 10 years respectively the Dev world global equity ETF's were the better performers ...not sure if that's a  fair comparison maybe more of a back of a fag packet type check. So holding one of the India funds over the last few years might of been fruitful but in the longer term and next 5/10/15 years....no idea what will happen.

But I do take on the feedback from here, the last thing I want to do is b*ugger up my pensions with some rash decisions so for now I will do nothing but if I do take the plunge will keep it sensible on allocation so it won't hurt too much if things go wrong!

JohnWinder

  Where did you get the 6% from?

I got it from wikipedia, but there’s some new and old data mixed. Last year the Times (India) had it bigger than France. This site has it at 1.9%, which seems more realistic.
https://www.statista.com/statistics/710680/global-stock-markets-by-country/

aroominyork

dunstonh said:

Single country emerging market funds are extremely high risk.   You risk 90% losses.  Yes, there can be substantial upsides but the downsides need to be considered.   Maybe ok for a percent or two but 8% is a heck of a lot.   Especially at a time when globalisation is in reverse, and onshoring is occurring.

I don't agree with the comment about onshoring. Unless we reopen the dark satanic mills and welcome tens of millions of migrant workers we will not go anywhere close to becoming self-sufficient. The point surely is about reducing reliance on suppliers based in potentially hostile regimes, especially for critical needs. While India might be a leader of the non-aligned movement it is very unlikely to become a security threat to the UK or the wider developed world, so I would have thought that if we want to reduce reliance on Russia and especially China, India stands to gain.