s*********8
发帖数: 901 | 1 India's central bank is one of the few central banks in the world that still
has the room to lower interest rates now. Nearly every other country has
already cut rates dramatically. A round of interest rate cuts by India's
central bank would be like rocket fuel to India's economy and stock market.
And Indian stocks are cheap right now, especially smaller-cap stocks, like
the ones Rahul follows in his fund…
Companies that were nominally at 10-12 times earnings a couple years ago (
very high quality companies) are now at 4-5 times earnings, because earnings
in the last four years have doubled or tripled for these companies. Their
stock prices are similar to 2009 levels… but in valuation terms they're a
better deal today.
He also pointed out the Indian rupee fell 16% in 2011 versus the U.S. dollar
, so it's cheaper for Americans to buy in.
And the uptrend is in place this year… Most India funds are up over 25%
year-to-date. (That's in just two months!) | g*q
发帖数: 26623 | | p******u
发帖数: 14642 | 3 通胀这么厉害，鸡的屁用米刀统计是涨了还跌了？
still
earnings
【在 s*********8 的大作中提到】
: India's central bank is one of the few central banks in the world that still
: has the room to lower interest rates now. Nearly every other country has
: already cut rates dramatically. A round of interest rate cuts by India's
: central bank would be like rocket fuel to India's economy and stock market.
: And Indian stocks are cheap right now, especially smaller-cap stocks, like
: the ones Rahul follows in his fund…
: Companies that were nominally at 10-12 times earnings a couple years ago (
: very high quality companies) are now at 4-5 times earnings, because earnings
: in the last four years have doubled or tripled for these companies. Their
: stock prices are similar to 2009 levels… but in valuation terms they're a
| xt
发帖数: 17532 | 4 没关系，现在着急的是波斯猫，因为他们卖石油换卢比 |
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