http://www.impactlab.net/2019/01/21/chart-the-worlds-largest...The US is soon to be 3rd in line!
Of course, if one figured in population, it would be a whole different ranking.
How do we invest in India?
Nutanix and Zscaler both have a focus on India. Probably heritage related, particularly with Nutanix who seems to be more India focused than China. Zscaler is just everywhere that matter, which includes India, but I would say Zscaler is more focused on China, Singapore, et al., but certainly not not focusing on India. India has a real issue, and that is over regulation. They stymie capitalism. And yet India has a very enntrepreneurial culture as evidenced by how many Indian entrepreneurs create billion dollar corporations in America.Thus, until India stops destroying entrepreneurial to the point that Indians come to America to make their fortune, you invest through American companies that are also focusing on India as a market. Nutanix has made it a specific focus.Tinker
<< The US is soon to be 3rd in line! >>This should be cause for celebration!If (and it's still a big if) this were to transpire, it's not because our economy is shrinking. It's because there is huge economic opportunity in the rest of the world.More markets for us! The future is as rosy as ever!!Alan (yet one more silver lining)
<< How do we invest in India? >>Apple, Qualcomm, Amazon.........India will be a huge market for American corporations.Alan
That is the inherent contradiction in the socialist movement. Capitalism has proven its worth. Wherever it spreads prosperity is created. We are seeing that take place around the world. The only place it is not taking place...where it is dominated by socialism or “strongmen” as deniers would call them.When in capitalism are we ever in the hands of one person who might be incompetent so as to destroy our prosperity? That is the entire nature of socialism.Prosperity around the world - just like in contracts - creates a win win for everyone! I guess that economics degree that Ocasio-Cortez-Cortez “earned” never bothered to tell her that.Yes, global expansion is part of why our stock market has expanded for so long. They say this bull market is unprecedented, long in the tooth. But yet, so too is unprecedented the amount of prosperity that is spreading worldwide. We get so cynical, but never before in the history of our race have so many people moved into the middle class and within the zones of increasing prosperity.China alone would have created that number simply by enabling capitalism, but it is not limited to China alone.Tinker
As countries reach similar levels of individual prosperity the more populous ones should have the larger economies. Globalization is a great equalizer.Denny Schlesinger
China is lowering its growth forecast to lowest in 20 years.This in the setting of its unfair trade war against the US over that same period of time.Unemployment is ticking up a bit, Xi is warning about black swans, etc.The US market has much to chew on....the computers are no doubt tweaking their algorithms.
This thread is off topic, is it not?
This thread is off topic, is it not? At NPI we let people express themselves. If the thread is off topic for you, ignore the thread. What could be simpler?https://softwaretimes.com/pics/ignore-thread.pngCheers!Denny Schlesinger
How do we invest in India? I interpreted this question to be more along the lines of investing directly in India-based companies rather than investing in US-based companies that happen to have some operations tied to India. Or at least, that's how I'm looking at it. I don't use funds - with one exception. I invested in WAINX, a fund which invests in companies in India. It has a really good long term track record. Past year hasn't been too hot along with the rest of EM, but it has a 5 star Morningstar rating overall and for 3 and 5 years as well, which was good enough for me to put some $ to work there.LGMLong WAINX (my only fund holding)
India has a real issue, and that is over regulation. They stymie capitalism. You maybe onto something. The country has so many IT professionals. There are many Indian born company founders in Silicon Valley. Yet so few IT product companies that are world class are HQd in India.
Sorry, I thought this thread was on Sauls board. I was confused
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