Matthews India Fund

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    Macroeconomic Analysis

    Assessing Financials: The Major Holdings in Indian Funds

    Financials are the major holdings in Indian funds The three funds in this review—the ALPS Kotak India Growth Fund (INDAX), the Matthews India Fund (MINDX), and the Wasatch Emerging India Fund (WAINX)—provide investors access to Indian equities. The financial sector represents most of these funds’ respective portfolios, according to their latest releases. As of June […]

    By Pete Raine
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    Company & Industry Overviews

    Indian Equity Markets Finished 2015 with an Optimistic Outlook

    The FPI, which was on a losing spree before December 16, came back strongly. Indian stock markets also started gaining.

    By Pete Raine
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    Macroeconomic Analysis

    Reserve Bank of India Held the Repo Rate in December

    The “repo rate” is a repurchase option rate. It’s a key monetary policy rate for the Reserve Bank of India. It’s the rate at which the RBI lends to commercial banks.

    By David Ashworth
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    Macroeconomic Analysis

    Why Did the Reserve Bank of India Cut Interest Rates?

    The RBI’s (Reserve Bank of India) move to reduce key interest rates in India in April was expected.

    By David Ashworth
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    Fund Managers

    How Does WAINX’s Performance Compare to Its Peers?

    In this part, we’ll compare WAINX to four similar India-focused funds. These include INDAX, MINDX, ETGIX, and FIGZX.

    By Pete Raine
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    Company & Industry Overviews

    Forecasts Indicate a Strong Indian Macro in 2016

    With 2015 behind us, we will study the prospects of Indian equities in 2016. We will look at certain macro indicators and the performance of the Indian equity market.

    By Pete Raine
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    Macroeconomic Analysis

    Analyzing the Historical Returns of 5 India-Focused Funds

    Within the last six years, 2009 was the best year in terms of returns for all three funds in existence then.

    By Pete Raine
  • uploads///Indias Key Policy Rates
    Macroeconomic Analysis

    Was the Reserve Bank of India Too Hasty to Cut the Repo Rate in October?

    October repo rate cut It’s no secret that Raghuram Rajan, the former RBI (Reserve Bank of India) Governor, was not given another term due to his differences with the political establishment on the direction of monetary policy. While the Indian government believed that a reduction in the repo rate was vital for the economic growth […]

    By David Ashworth
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    Macroeconomic Analysis

    How Does the RBI See Food Inflation Panning out in India?

    Components of inflation While food inflation in India has been pushing retail inflation up, fuel inflation (BP) (STO) (RDS.B), another important component, has been subdued. According to the October monetary policy statement issued by the RBI (Reserve Bank of India), “Fuel inflation has moderated steadily through the year so far.” The RBI has also announced […]

    By David Ashworth
  • uploads///Is Better News in Store for Inflation in India
    Macroeconomic Analysis

    What Risks Does the RBI See for Retail Inflation?

    The RBI thinks that risks to inflation are “tilted to the upside.” A subsequent rise in inflation could have a negative impact on consumer spending.

    By David Ashworth
  • uploads///India GVA Growth Rate At Basic Prices
    Macroeconomic Analysis

    Reserve Bank of India Sees India on Firm but Uneven Ground

    Industrial production remains a problem for India, with the RBI (Reserve Bank of India) noting that the index measuring industrial production decelerated in fiscal 2015–16.

    By David Ashworth
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    Company & Industry Overviews

    How Did Indian Equities React to the RBI’s Repo Rate Cut in April 2016?

    Indian stock market indexes fell on April 5 when the Reserve Bank of India cut the repo rate by 25 basis points.

    By David Ashworth
  • uploads///Returns of India Focused Funds
    Company & Industry Overviews

    Investing in Indian Stocks: Active versus Passive Modes

    The WisdomTree India Earnings ETF (EPI) is the most traded ETF that invests in Indian stocks. However, it is not the largest in terms of asset size.

    By David Ashworth
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    Fund Managers

    How MINDX’s Top Holdings Are Performing

    Healthcare was the best-performing sector in Indian markets in 2015.

    By Pete Raine
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    Fund Managers

    How the Matthews India Fund Performed in Comparison to Benchmark

    The Matthews India Fund gave a negative return of -0.6% in 2015. However, it still managed to outperform its benchmark.

    By Pete Raine
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    Fund Managers

    Understanding Matthews India Fund’s Investment Approach

    MINDX seeks to invest at least 80% of its total assets in publicly traded common stocks, preferred stocks, and convertible securities of companies located in India.

    By Pete Raine
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    Company & Industry Overviews

    Are the BRICS Nations Standing on a Shaky Foundation?

    Among the BRICS, the most concerning at this point in time is China. The world’s second largest economy is slowing down and undergoing a structural shift.

    By David Ashworth
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    Company & Industry Overviews

    The Wasatch Emerging India Fund Portfolio Composition

    As of December 2015, the Wasatch Emerging India Fund has ~$69.2 million in assets under management. As of September 30, 2015, the fund had 76 holdings in its portfolio.

    By Pete Raine
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    Company & Industry Overviews

    How the Matthews India Fund and Its Holdings Performed in 2015

    In 2015, the Matthews India Fund returned -0.56%. It outperformed the benchmark index S&P BSE 100 over all the periods reviewed.

    By Pete Raine
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    Company & Industry Overviews

    The Matthews India Fund Portfolio Analyzed

    The Matthews India Fund (MINDX) invests mainly in small-cap and mid-cap Indian stocks. As of November 2015, the fund had $1.5 billion in assets under management.

    By Pete Raine
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    Company & Industry Overviews

    How the ALPS Kotak India Growth Fund Fared in 2015

    In 2015, the ALPS Kotak India Growth Fund returned -4.6%. The top holding of the portfolio, Infosys, formed 5.7% of the fund’s portfolio and returned 7.5% in 2015.

    By Pete Raine
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    Company & Industry Overviews

    What Factors Affected the Indian Equity Market in 2015?

    In this series, we will analyze the performance of the Indian equity market in 2015. The S&P BSE Sensex, considered as a benchmark index, gave a return of -3.7% in 2015, expressed in Indian rupees.

    By Pete Raine
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    Company & Industry Overviews

    FPI in Indian Equities Remained Volatile in 2015

    After the first four months of an impressive net inflow of FPI, Indian equities lost a substantial investment of foreign money. August 2015 witnessed the highest exodus of foreign money from Indian equities.

    By Pete Raine
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    Macroeconomic Analysis

    How Do Banks View the Indian Infrastructure Sector?

    Infrastructure companies are normally highly leveraged. A highly leveraged company has a higher dependence on debt from banking and financial institutions.

    By Pete Raine
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    Macroeconomic Analysis

    India’s Infrastructure Sector Growth Slumped while GDP Improved

    Despite the government’s efforts, the infrastructure sector seems far from being on the recovery path.

    By Pete Raine
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    Macroeconomic Analysis

    Foreign Money Fleeing Indian Shores

    India’s net FPI (foreign portfolio investment) has been negative on almost all days in December, especially for the equity segment, which saw a net outflow of $287 million on December 1.

    By Pete Raine
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    Macroeconomic Analysis

    What Drives India’s Construction Sector?

    According to India’s government, the construction sector is valued at over $126 billion.

    By Pete Raine
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    Macroeconomic Analysis

    The Major Sectors of the Indian Equity Market

    The current global economy is under stress. Major benchmark equity indexes around the globe have given dismal returns, and India is no exception.

    By Pete Raine
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    Company & Industry Overviews

    Why India Needed the Major FDI Reforms Announced This Month

    On November 10, 2015, the government of India announced major reforms in FDI (foreign direct investment). The government has introduced reforms in 15 major sectors of the economy.

    By Pete Raine
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    Macroeconomic Analysis

    Has the Franklin India Growth Fund Outperformed Its Benchmark?

    IGZX has given a return of 4.2% over a period of one year. The fund has outperformed the benchmark index over the past year.

    By Pete Raine
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    Macroeconomic Analysis

    How Has the ALPS Kotak India Growth Fund Performed?

    The YTD return of the ALPS Kotak India Growth Fund is about 1%. On a cumulative basis, the fund has returned 30.8% since inception.

    By Pete Raine
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    Macroeconomic Analysis

    Assessing the Multiples and Dividend Yields of Key Indian Stocks

    The Indian market’s PE and PBV multiples were lowest in fiscal 2013. The dividend yield was best in fiscal 2013.

    By Pete Raine
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    Macroeconomic Analysis

    Why India’s Equity Market Recovered after Continuous Slides

    In this series, we’ll briefly overview the Indian equity market. Specifically, we’ll analyze trends in the Indian equity market over the past five years.

    By Pete Raine
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