Wednesday 2012-04-11

TTF just added support for equities in India. Given the preliminary analytic results, India appears to present several reasonable opportunities. The equities markets there have been ignored recently, paving the way for possible acquisitions as development continues apace in India.

India seems to be developing towards a more dynamic urban future, and to get there it will need several forms of capital, all in large quantities. However, the global economic slowdown appears to have impacted India's equity markets negatively.

However, compared to European equities markets, India's are brimming with confidence. TTF's European bank holdings have especially been hit (again) at a time when insurance has been too expensive. It's currently better to take a temporary capital hit, than to try to gain on any insurance trades.