Tuesday, February 07, 2006

Kiplinger's on why Indian companies' return on equity averages 18%, compared with just 8% for Chinese

feb 7th

from the tireless ram narayan, more on how india is a better bet than china



What's Driving the Asian Giants?
For China, it's manufacturing. For India, it's services. For you, it means profits.

By Andrew Tanzer 

Surely the economic rise of China and India -- with 2.4 billion souls, or 37% of mankind -- must rank high among the megatrends that investors need to watch closely. China is fast becoming factory to the world, swallowing up manufacturing industries that used to flourish in the U.S., Japan and other developed nations. India, to the southwest, is home to many of the voices you hear when you call to complain about a charge on your credit card or to get help for your PC.

In recent years, the economic expansion in both nations has been staggering. That growth has helped push up prices of most commodities, from edible oils to petroleum. The booms have lifted hundreds of millions of people out of poverty and created tens of millions of new middle-class consumers.

You can profit by investing in the high-growth economies of these emerging Asian giants. We'll explain how later, but first come along for a quick tour of the Chinese dragon and the Indian elephant.

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1 comment:

KapiDhwaja said...

"Developed nations will look to India for FBRs in 2030"
Chennai, Feb. 8 (UNI): India would gain leadership in the Fast Breeder Reactor (FBR) technology well ahead of developed nations like the US, Japan and France, Indira Gandhi Centre for Atomic Research (IGCAR) Director, Baldev Raj, said on Tuesday.

Addressing a press conference here, he said when these nations would get ready to adapt to the FBR technology in 2030, India would have emerged as leaders in this technology by then. Till then, the developed countries would continue to use light water reactors.

In 2020, India would five FBRs, powered by abundant thorium reserves, each generating 500 MW power, completing its fuel cycle. The first FBR prototype would be ready by 2010.

The distinguished scientist said usage was the basis for adoption of the FBR technology. One of the many challenges that had to be addressed was to create reactors, that would last over a 100-year period.

"Every country chooses its own technology," Dr Raj said, adding over 30 nations had already accepted the FBR platform.