How Indian investors can invest in foreign equities

Why Indian investors should (also) look overseas Pop quiz: What is notable about these names? ICBC China Construction Bank Agricultural Bank of China Bank of China Ping An Insurance Group No points for saying they are all Chinese companies. Here is another set of names as a clue: JP Morgan Chase Berkshire Hathaway Bank of America Wells Fargo Apple These are more recognisable American companies. What could they have in common with the first set of companies? More than might be intuitive: The 10 companies mentioned above are the top 10 largest publicly-traded companies in the world. In fact, three

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The difference between Financial Planning, Asset Allocation and Security Selection

I get a few emails every week asking for stock recommendations. So I ask a few questions to form the context of the person’s experience with various investment vehicles, track record, their ability and willingness to take risk. In many cases, at this point, I realize the person asking for advice on stocks has little idea of their current financial situation beyond how much they make each month. This short post will clarify and differentiate between three interlinked but distinct elements of the wealth-building process: Financial Planning and Investment Management (Asset Allocation and Security Selection). Financial Planning: “The Where” and

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