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Strategies & Market Trends : India Coffee House
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To: Mohan Marette who wrote ()9/14/1998 12:17:00 AM
From: Nandu  Read Replies (1) of 12475
 
thestreet.com

I think you need to be registered at TSC to read it.
If above URL disappears look under archives
of " Greed & Fear" column in Commentary. Author
is Christopher Wood.

Some excerpts:

...long-held view that India is a relative
safe haven, both in Asia and indeed the global
emerging market world, remains the case.

...First, India has quality companies...

...Second, India is not hugely leveraged, either at the
macro or micro level. Third, the immediate liquidity
situation has been improved by the tremendous success
of a recent government bond issue sold exclusively to
nonresident Indians. This raised $4.2 billion. The
interesting thing is that the coupon on the bond was
only 7.75%, which is extraordinarily low given
prevailing sovereign bond yields in the emerging
market universe.

...Dedicated regional investors who are wondering where
to park their cash should look again at India, even
though it may not be part of their benchmark...

P.S. Dell threaders may have noticed I nibbled some
at 55 13/16 on Friday.
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