China and India
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Discussion

avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
Over the next year, what percentage of a managed fund would you commit to China and India ?
China has problems with their banks lending in highly speculative projects.
India has problems with slowing consumer spending,





Hainey

4,381 posts

230 months

Saturday 3rd September 2016
quotequote all
I think a lot of those woes are long recognised and may be priced in to most funds already, partially at least.

Mothersruin

8,573 posts

129 months

Saturday 3rd September 2016
quotequote all
India.

China has rushed to capitalise and over reached.

India hasn't even started yet.

Hainey

4,381 posts

230 months

Saturday 3rd September 2016
quotequote all
Mothersruin said:
India.

China has rushed to capitalise and over reached.

India hasn't even started yet.
I do business in both countries. They did not have an equal start point for comparison.

In India their attitude makes them their own worst enemy.

That's why China outstripped them and going forward I think will continue to do so.

Mothersruin

8,573 posts

129 months

Saturday 3rd September 2016
quotequote all
Hainey said:
Mothersruin said:
India.

China has rushed to capitalise and over reached.

India hasn't even started yet.
I do business in both countries. They did not have an equal start point for comparison.

In India their attitude makes them their own worst enemy.

That's why China outstripped them and going forward I think will continue to do so.
Agreed about India. if they do ever sort their stuff out, they could be immense. But the very few have a vested interest in keeping the very many I their place. Mad thing is, the very many seem to be happy with that.

Anyway, risk? India would still be for me.

avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
Thanks for the comments.
So.....keeping it simple ..... China ,India,Europe ,U.K.
What percentages over the next year in a managed fund ?



sidicks

25,218 posts

251 months

Saturday 3rd September 2016
quotequote all
avinalarf said:
Thanks for the comments.
So.....keeping it simple ..... China ,India,Europe ,U.K.
What percentages over the next year in a managed fund ?
Far too short a time horizon for investment, IMO.

avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
sidicks said:
avinalarf said:
Thanks for the comments.
So.....keeping it simple ..... China ,India,Europe ,U.K.
What percentages over the next year in a managed fund ?
Far too short a time horizon for investment, IMO.
This is not the time horizon for the investment.
The managed fund is one I can rejig,if and when, required.
I am looking at possibly including India and China,albeit I realise they are higher risk areas.
Valuing your input,if you were looking at a setting up a managed fund how would you proportion the spread in percentage terms,over all areas (commercial property,bonds,etc.)not just those I have listed above.

sidicks

25,218 posts

251 months

Saturday 3rd September 2016
quotequote all
avinalarf said:
This is not the time horizon for the investment.
The managed fund is one I can rejig,if and when, required.
I am looking at possibly including India and China,albeit I realise they are higher risk areas.
Valuing your input,if you were looking at a setting up a managed fund how would you proportion the spread in percentage terms,over all areas (commercial property,bonds,etc.)not just those I have listed above.
What is your risk appetite, are you investing monthly or a lump sum. What are your investment objectives and over what time horizon?

avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
sidicks said:
avinalarf said:
Thanks for the comments.
So.....keeping it simple ..... China ,India,Europe ,U.K.
What percentages over the next year in a managed fund ?
Far too short a time horizon for investment, IMO.
This is not the time horizon for the investment.
The managed fund is one I can rejig,if and when, required.
I am looking at possibly including India and China,albeit I realise they are higher risk areas.
Valuing your input,if you were looking at a setting up a managed fund how would you proportion the spread in percentage terms,over all areas (commercial property,bonds,etc.)not just those I have listed above.

Jockman

18,414 posts

190 months

Saturday 3rd September 2016
quotequote all
I'm sure we'll get there in the end smile

GT03ROB

14,024 posts

251 months

Saturday 3rd September 2016
quotequote all
Jockman said:
I'm sure we'll get there in the end smile
I'd help him get there but I'm on the beach again! Give me thirty mins or so though smile

Leroy902

1,571 posts

133 months

Saturday 3rd September 2016
quotequote all
India is probably in the top 3 of most corrupt countries in the world.

avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
Jockman said:
I'm sure we'll get there in the end smile
It's at THE END that you make a profit,Jockers.

Jockman

18,414 posts

190 months

Saturday 3rd September 2016
quotequote all
GT03ROB said:
I'd help him get there but I'm on the beach again! Give me thirty mins or so though smile
You're not going to win a popularity contest around these parts, Rob......

Jockman

18,414 posts

190 months

Saturday 3rd September 2016
quotequote all
Leroy902 said:
India is probably in the top 3 of most corrupt countries in the world.
Number 76 out of 168.

https://www.iaca.int/images/news/2016/Corruption_P...

GT03ROB

14,024 posts

251 months

Saturday 3rd September 2016
quotequote all
Right off of the beach now.......

.... a few thoughts towards India & China.... I've got managed funds for both in "portfolio". Both are my top performers over the last 3 years, with the Indian fund achieving an annualised return of 27% & 30% in the last year. The Chinese fund has made 17% annualised and 33% in the last year. To some extent this indicates to me they are looking toppy I would be loath to put a high allocation in either of these sectors if it's for short term return


avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
GT03ROB said:
Right off of the beach now.......

.... a few thoughts towards India & China.... I've got managed funds for both in "portfolio". Both are my top performers over the last 3 years, with the Indian fund achieving an annualised return of 27% & 30% in the last year. The Chinese fund has made 17% annualised and 33% in the last year. To some extent this indicates to me they are looking toppy I would be loath to put a high allocation in either of these sectors if it's for short term return
Hi Rob......so .....point taken.
I'm not talking about a fund completely in China or India,just as a percentage of a general mix.


avinalarf

Original Poster:

6,438 posts

172 months

Saturday 3rd September 2016
quotequote all
sidicks said:
avinalarf said:
This is not the time horizon for the investment.
The managed fund is one I can rejig,if and when, required.
I am looking at possibly including India and China,albeit I realise they are higher risk areas.
Valuing your input,if you were looking at a setting up a managed fund how would you proportion the spread in percentage terms,over all areas (commercial property,bonds,etc.)not just those I have listed above.
What is your risk appetite, are you investing monthly or a lump sum. What are your investment objectives and over what time horizon?
Lump sum invested....risk appetite on this fund,medium to higher risk.( not very very high risk ).
Time horizon circa 5 years.
Objectives....capital growth.
I can rejig the fund if I want to,but I tend to review annually whilst monitoring current events.
I have other medium risk managed funds.

GT03ROB

14,024 posts

251 months

Saturday 3rd September 2016
quotequote all
avinalarf said:
GT03ROB said:
Right off of the beach now.......

.... a few thoughts towards India & China.... I've got managed funds for both in "portfolio". Both are my top performers over the last 3 years, with the Indian fund achieving an annualised return of 27% & 30% in the last year. The Chinese fund has made 17% annualised and 33% in the last year. To some extent this indicates to me they are looking toppy I would be loath to put a high allocation in either of these sectors if it's for short term return
Hi Rob......so .....point taken.
I'm not talking about a fund completely in China or India,just as a percentage of a general mix.
To be honest I'd be surprised if funds generally are higher than they are now this time next year, I'm in to my 5th straight year of gains a fall soon is inevitable.