IIND - BetaShares India Quality ETF

[divs4ever]

i filled an ( initial ) order in these today

Management Cost 0.72%

Total Holdings 30 Portfolio Turnover 24.90%

Top 10 Holdings

CODE	COMPANY	ASSET
INFY	Infosys Ltd	8.90%
TCS	Tata Consultancy Services Ltd	7.54%
ICICIBANK	ICICI Bank Ltd	5.76%
KOTAKBANK	Kotak Mahindra Bank Ltd	5.75%
500696	Hindustan Unilever Ltd	5.74%

CODE	COMPANY	ASSET
RELIANCE	Reliance Industries Ltd	5.04%
532215	Axis Bank Ltd	4.06%
HDFC	Housing Development Finance Corp Ltd	3.33%
532755	Tech Mahindra Ltd	3.23%
500096	Dabur India Ltd	3.18%

i guess some members will choke on the management fee , but i wanted more exposure to India ( more than the current exposure via EAI and ASIA , both of which i am still watching to add more of )

i see India as a good place for future growth ( but it could be a long and twisting path )

DYOR

DYOR

 

[frugal.rock]

Saw this news headline and thought of this ETF.

Australia and India sign 'historic' trade deal after more than a decade of negotiations

An historic trade agreement, celebrated as a way for Australia to reduce its reliance on China, is signed with India.

www.abc.net.au

 

[divs4ever]

LOL

India won't put to much faith in that because Australia will try to use that to put a wedge in between the slowly healing India-China relationship

if we had of been really smart we would have been rushing over to help Sri Lanka , currently

the fact the deal took a decade is a hint to their complexity

but as a ( difficult ) place to get exposure to India has a lot of promise

 

[So_Cynical]

This ETF surely has a place in all broadly diversified portfolios, certainly on my shopping list.

 

[divs4ever]

it seemed so for me , i am after a reasonably modest focus to India

i would also like more exposure to Korea ( at a decent price ) betting the two Koreas will eventually reunite ( now YES i expect it to be a long and painful process , financially , think post-Berlin War in Germany ) but has a potential for growth longer term ( should they manage to reunite ) ( so far my exposure is limited to Asian focused ETFs and LICs )

being a person over 60 i am looking for markets that are BEING to mature ( no longer emerging but still having solid growth potential )

for high risk folks , Taiwan is an interesting target , China MIGHT be more interested in incorporating Taiwan , as a larger version of Hong Kong ( semi-autonomous and infrastructure and industry basically intact ) i can't see how turning Taiwan into submissive dust , is in China's best interest

( but that is a bet i am unwilling to put money on )

 

[frugal.rock]

Get it india

 

[divs4ever]

time will tell if i have picked correctly , by the way there is a rival ETF , NDIA

( i also hold ASIA , EAI , PAI for their Asia exposure , preferably ex Japan )