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TMFMmbop (34.36)

Follow Global Gains to India

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November 16, 2009 – Comments (3)

Chances are if you read this blog, then you have some interest in global investing. If that's the case, then you'll want to sign up to get our free dispatches from our upcoming trip to India.

That's right, Global Gains is going back on the road at the end of the month, and we'll be spending some time in Delhi, Hyderabad, Bombay, and Madras. If this trip is anything like that other trips we've been on that that means some fascinating meetings, a few awkward pictures (see below), and some good stock ideas.

If that sounds like your cup of tea, then click here to sign up. It's totally free, and I think it's some of the best content we get each year. Also, please pass that link on to anyone you think might be interested in the reports from India.

With that out of the way, a few awkward pictures from our travels:

The weather gets the best of Nathan:


We chow down in Mongolia:


Paul samples local fashion:


Local are dumbstruck by the enormous American:


Snake tries to deconstruct a tiny frog leg:


Our Vietnamese guide makes me crawl in an underground tunnel:


The Mayor of Jakarta tries to sell us a blow gun:


We sleep on massage tables in the Singapore airport:


And the piece de resistance...you know it's coming...Bill Mann throws down two milk shakes:

3 Comments – Post Your Own

#1) On November 16, 2009 at 4:02 PM, Melaschasm (56.85) wrote:

Thank you for the generous offer. 

As someone who suspects that India may be undervalued compared to China, I look forward to reading your thoughts and impressions.

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#2) On November 16, 2009 at 4:13 PM, TMFMmbop (34.36) wrote:

As someone who suspects that India may be undervalued compared to China

I agree with that premise, and that was one of the reasons why we tabbed India for the upcoming trip.

Tim

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#3) On November 16, 2009 at 4:26 PM, manishkumar (< 20) wrote:

As someone who has invested in Indian equities for a while now, I am certainly very keen to read the GG report. I would be keen to know of your observations on Corporate governance and the chances of that investment being safe - in comparison to the observations from trip to China. That is a big question when looking at valuations. I am also keen to know what is the expected fear of equity dilution by large offerings down the line.

Manish 

 

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