The Digest #223
Corporate Taxes, Election Gambling in 1916, Berkshire's Cash, Treasury Inflation Protected Securities, Market Prices as Political Predictors, The Three Indias, Semiconductor Progress ...
Berkshire’s Ajit Jain Comments on Indian Insurance Market, Japan, and Succession Issues
The Times of India has published a rare interview with Ajit Jain which coincides with Warren Buffett's arrival in Bangalore today. Mr. Buffett's trip to India coincides with the company's entry into the Indian auto insurance industry through Berkshireinsurance.com, a ...
India May Require $1 Trillion in Infrastructure Spending Over Five Years
Last year we published a short article on value investors finding opportunities in India and highlighted the record of Amitabh Singhi who spoke at the Value Investing Congress in October 2010. Although China has received the bulk of attention from ...
Value Investors Find Fertile Ground in Indian Equities
India’s widely followed SENSEX index is approaching record high territory and many investors are once again looking at this rapidly growing emerging market as a potential source of future profits. With nearly 1.2 billion people, India is home to over ...
Berkshire Hathaway Entering Indian Auto Insurance Market
The Economic Times of India has reported that Berkshire Hathaway is making a modest entry into the Indian insurance market through a purchase of a corporate agency. Berkshire will set up a wholly owned subsidiary in India which will operate ...
Stephen Roach on China, Japan, and India
The Economist interviewed Stephen Roach, Chairman of Morgan Stanley Asia. In the interview, Mr. Roach comments on the need for China to increase domestic consumption which is a step that many have recommended in recent years. In order to accomplish ...