INDA Outperforming BRICS Peers, Ray Dalio Says 'India Is At A Very Special Moment' At Davos
INDA Outperforming BRICS Peers, Ray Dalio Says 'India Is At A Very Special Moment' At Davos
Indian equity, as tracked by the iShares MSCI India ETF (BATS:INDA), has been outperforming all other BRICS nations.
根據iShares MSCI印度ETF（BATS: INDA）的追蹤，印度股票的表現一直優於所有其他金磚國家。
The ETF is up 16.3% over the past one year, followed closely by the iShares MSCI Brazil ETF (NYSE:EWZ) at 12.9%, while Russian, Chinese and South African equity lag far behind.
該ETF在過去一年中上漲了16.3％，緊隨其後的是iShares MSCI巴西ETF（紐約證券交易所代碼：EWZ），漲幅爲12.9％，而俄羅斯、中國和南非的股票則遠遠落後。
Billionaire hedge fund manager, Ray Dalio, has long been an investor in the emerging markets. His hedge fund, Bridgewater Associates' top holding is the iShares Core MSCI Emerging Markets ETF (NYSE:IEMG) which has an 18.52% portfolio allocation towards India. Dalio's hedge fund has another 1.42% invested in the Vanguard FTSE Emerging Markets ETF (NYSE:VWO) which has just over 20% allocated in Indian equity.
億萬富翁對沖基金經理雷·達利奧長期以來一直是新興市場的投資者。他的對沖基金，Bridgewater Associates的最大持股量是iShares Core MSCI新興市場ETF（紐約證券交易所代碼：IEMG），其對印度的投資組合配置爲18.52％。達利奧的對沖基金又投資了1.42％的Vanguard FTSE新興市場ETF（紐約證券交易所代碼：VWO），該基金的印度股票配置略高於20％。
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At the recent World Economic Forum (WEF) 2024 event in Davos, Dalio spoke about India. In an interview with Business Today TV, Dalio told Siddharth Zarabi that "India is at a very special moment... not burdened by an excessive amount of debt."
在最近在達沃斯舉行的2024年世界經濟論壇（WEF）活動中，達利奧談到了印度。達利奧在接受《今日商業電視臺》採訪時告訴悉達思·扎拉比，“印度正處在一個非常特殊的時刻... 沒有過多的債務負擔。”
Dalio emphasized a prudent approach to Indian markets. Acknowledging their current high valuations, Dalio advised cautious exposure to the economy. Dalio, a strong believer in market cycles, said that he would have exposure to Indian markets but "wouldn't be overextended" at their current valuations.
達利奧強調對印度市場採取謹慎的態度。達利奧承認他們目前的估值很高，建議謹慎地對經濟進行敞口。堅信市場週期的達利奧表示，他將有機會接觸印度市場，但按照目前的估值，“不會過度擴大”。
He also highlighted India's distinct advantage that the economy is not burdened by an excessive amount of debt. "It strikes me very much similar to where China was when Deng Xiaoping came in roughly 1980," said Dalio. Dalio also expressed his hope for India's market openness and praised Prime Minister Narendra Modi's leadership.
他還強調了印度的獨特優勢，即經濟不受過多的債務負擔。達利奧說：“這與1980年****上任時的中國非常相似。”達利奧還表達了對印度市場開放的希望，並讚揚了總理納倫德拉·莫迪的領導。
Besides the emerging market ETFs that Dalio is invested in an INDA, other ways to get exposure to Indian equity are the WisdomTree India Earnings Fund (NYSE:EPI), the First Trust India Nifty 50 Equal Weight ETF (NASDAQ:NFTY), the iShares India 50 ETF (NASDAQ:INDY) and the Exchange Traded Concepts Trust India Internet & Ecommerce ETF (NYSE:INQQ).
除了達利奧投資於INDA的新興市場ETF外，其他獲得印度股票敞口的方法包括WisdomTree印度收益基金（紐約證券交易所代碼：EPI）、第一信託印度Nifty50等權重ETF（納斯達克股票代碼：NFTY）、iShares India 50ETF（納斯達克股票代碼：INDY）和交易所交易概念信託印度互聯網和電子商務ETF（紐約證券交易所代碼：INQQ）。
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譯文內容由第三人軟體翻譯。