Aktien aus Indien

  • Neulich war schon mal davon die Rede, ich eröffne mal einen Faden zu dem Thema.


    Wie schon erwähnt, kann man als foreign retail investor indische Aktien nicht direkt kaufen, es sei denn man ist über 50 Mio USD schwer. ADRs und GDRs gäbe es aber vereinzelt.


    Vielleicht reisst ja einer hier die Grenze ;-)


    https://www.investopedia.com/a…p#who-can-invest-in-india

    Auch unsere Gedanken sind wircksame Factoren des Universums. Novalis


    Everything will be allright!

  • Winter meinte hier Die Lage



    Der indische gehört zu den teuersten Aktienmärkten der Welt. Seit dem Rückgang des S&P500 ist er vielleicht sogar der teuerste, sowohl nach KGV10 als auch nach KBV.

    Auch unsere Gedanken sind wircksame Factoren des Universums. Novalis


    Everything will be allright!

  • India is likely to be the fastest-growing Asian economy in the Asian region in 2022-23, according to analysts at Morgan Stanley, who expect the expect India’s gross domestic product (GDP) growth to average 7 per cent during this period – the strongest among the largest economies – and contributing 28 per cent and 22 per cent to Asian and global growth, respectively. The Indian economy, they said, is set for its best run in over a decade, as pent-up demand is being unleashed.


    Here is further detail. How many other countries can expect to average even five percent growth over the next decade? Bangladesh? A few of the smaller nations in West Africa? Who else? Indonesia?

  • Wird wohl nix bei uns mit Facharbeitern aus Indien. Andererseits ein starkes Zeichen für Indien.



    Zitat


    Not even 200 of the approximate 10,000 students from the Indian Institutes of Technology took up positions outside India last year. Fifty students, who make up the largest contingent, will be leaving from IIT-Bombay, followed by 40 from Delhi, 25 from Kharagpur, 19 from Kanpur, 13 from Madras, 17 from Roorkee and five from Guwahati. In 2012, 84 IIT-B candidates had accepted international job offers.


    “Compared to 20 years ago, a very small percentage of students go abroad today. This is contrary to the general perception ,” says IIT-Delhi director V Ramgopal Rao. “Twenty years ago, 80% of the BTech class used to go abroad. Now these numbers are insignificant.”



    https://timesofindia.indiatime…/articleshow/56578855.cms

  • Brookfield (BEP) könnte man vielleicht demnächst mal aufsammeln?


    Brookfield set to multiply India green power capacity (Auszüge):



    "Brookfield is looking to multiply its current 4 GW renewable portfolio by 3 to four times in India within the next decade in generation as well as help corporates make the transition to decarbonise and invest in building large scale supply chain in the country, said a top executive.


    The renewables current assets under management is approximately $1 billion.


    Earlier this year, Brookfield Asset Management announced that it raised a record $15 billion for its inaugural Global Transition Fund. This marks the world's largest private fund dedicated to the net zero transition, signaling that investors are still committed to establishing cleaner portfolios. Brookfield is the single largest sponsor of the fund having deployed $2 billion itself.


    Brookfield deals with state utilities but sees incremental green power demand coming from corporates who are increasingly becoming bulk consumers. For example, as part of its road map to achieve 100 per cent dependence on renewable energy by 2025. Amazon on Wednesday announced its first utility-scale projects in India — three solar farms located in Rajasthan. These include a 210-megawatt (Mw) project to be developed by India-based developer ReNew Power, a 100 Mw project to be developed by local developer Amp Energy India, and a 110 Mw project to be developed by Brookfield Renewable Partners."


    https://economictimes.indiatim…/articleshow/94383852.cms

    https://economictimes.indiatim…/articleshow/94373074.cms

  • Mehr zu Indien in diesem subsatck.


    https://srajagopalan.substack.…should-pay-more-attention


    Zitat

    Globally, one in five people below 25 is from India. 47% of Indians, about 650 million, are below the age of 25. This group of young Indians has some unique characteristics.

    First, they have grown up in a market economy, post-command-and-control socialism. Two-thirds of Indians were born after the 1991 big bang reforms and have not experienced rationing and long lines for essential goods (other than episodic shortages during Covid). They have lived in an India that has averaged about 6 percent annual growth for three decades. They have access to global goods and content, and this generation of Indians wants and expects to compete with the world.

    Second, a large proportion of these young Indians have grown up with access to the internet, with more coming online each year. Close to two-thirds of the population has access to a smartphone, and by 2040, it will be over 95% of Indians. Indians have access to some of the cheapest mobile data plans in the world, and charges are $0.17 per gigabyte on average, with plans as low as 5 cents per gigabyte.