@nirmalsparmar probably should yes. its a bad time to sell when the sentiment is so bad
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Fund Manager with a journey spanning over two decades in financial markets in Hong Kong,since 2016. At Pace 360, managing portfolio on India Onshore(Long only)
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@ajaykevgan see my previous reply. a good time to take a small position in an index fund
@wowitstony a degree in accounting or economics and a healthy dose of common sense.
@ramanujasas ignore. ppl take 100's of calls. impossible to give importance to all of them, i do my own work
@613635 can open an account with Kotak / icici who have tie ups with foreign brokers like interactive brokers / saxo bank
or go thru MF providers here in India who have foreign equity focussed funds,
@thatunknown i would suggest 50:50 as of now since cash/ bonds are so remunerative at the moment. equities are not cheap except in china and they have serious issues to deal with
Guys, one important issue: buying shares abroad and having gains on the same is a taxable Gain. PLS consult your CA / tax consultant BEFORE starting to buy foreign stocks.
@rishabhsehgal21 start by buying the broad index first either S&P500 (SPY) or Nasdaq (QQQ)
@amberagrawal23 apple is down 9% but not cheap. buying brk b which is a proxy for apple may be better. i would suggest any broker that has a good interface and tie ups with reputed names abroad as most of these interfaces dont do US broking directly. I think kotak and icici do th...
@sshreesha for our level of sophistication this is good enough i feel. buying individual companies is time consuming and expensive
@sshreesha mexico and vietnam are doing well as is brazil
@shubham94 Sorry I wont be able to comment on whether you should sell or not right now. The holdings are all B-2-B companies focused on the semiconductor value chain but i dont have enough information on each company to make an intelligent decision .
@shubham94 i'll just take a look hold on
I would allocate no more than 5-6% to a China focussed index fund if I was looking for exposure,
@urvibatra From a sentiment perspective Chinese stocks are totally battered, so yes its an interesting time to look at this space/ However Chinese companies do not publish information as frequently as Indian companies do so its a bit hard to understand their fundamental performan...
@amberagrawal23 US markets are not cheap definitely with headline indices at a steep Price / Earnings multiple. Also compared with the US risk free rate available, the earnings yield (Earnings/ Price) seems steep. Having said that, there are pockets of value in the US too - banks...
Hi Folks, pleasure to be here. Pls feel free to ask your questions and I'll do my best to answer!