My company invests in multiple markets: US, UK, India.

I would suggest looking into:

1- INFY - has an ADR

2- NMDC - state owned, very nice dividend

3- RIL - RELIANCE - entire main index is highly dependent on this stock, 10-15% contribution to NIFTY 50.

4- HDFC twins - soon to be one juggernaut, main component of BANK NIFTY index.

5- Do not touch ADANI group companies for now.

I invest in Indian markets only. To keep things simple, buy ETF / MF / Index Fund which is based on Nifty 50 or Sensex.

If you want to try individual stocks try the following :

HDFC Bank

TCS

INFY

ICICI Bank

Kotak Bank

ITC

Reliance

Lagging indicator for rest of the economy, you may see other sectors go through this in another 6 months. I have a feeling that the sudden U-turn yesterday on title 42 and tightening the border by the government is because they feel that the job market will begin to slip soon, and they have shored up enough bodies in sectors that were seeking help. Tech is in a rout though, watch out for outsourcing companies (tickers INFY, CTSH, ACN), they usually benefit the most when tech jobs are culled state side.

There’s very few ADRs but some companies I would suggest are HDB, TTM, INFY. You could also set up a brokerage account as a foreign investor (only allowed to trade stocks). Zerodha is the most popular one here. As for the individual stocks, I’d suggest top 10 holdings of the INDA etf (which is otherwise a bit too diversified).

OP, there are many ETFs for emerging markets including India. Besides, many Indian companies are also listed in US (ex : INFY, CTSH, TTM etc). It is far easier to play through ETFs than try and open a trading account in a foreign country.

I bought a few hundred shares of sify recently and about 100 of infy a long time ago. I think that the dollar is hammering them.

Looking for commentary from the more seasoned folks of this subreddit for any readjustments to the portfolio going into 2023.

Have a whole assorted alphabet soup of stocks from investing since 2017. Looking for clarity on which positions to get rid of/consolidate or where I should be focusing on instead.

My portfolio:

AAPL 14.36%

AMC 0.19%

AMD 6.94%

AMZN 5.67%

APPH 0.06%

ASTS 0.59%

BA 2.74%

BABA 1.12%

BAC 1.21%

BB 1.74%

CLF 0.99%

CLNE 0.52%

CLOV 0.04%

COIN 0.35%

CRNC 0.31%

CRSR 1.51%

DAL 2.71%

DIS 3.25%

DKNG 0.78%

ERVI 1.28%

INFY 1.04%

IRNT 0.01%

JETS 1.03%

JFBR 0.58%

JPM 3.17%

LUV 0.41%

MGM 1.41%

MSFT 19.4%

MU 3.31%

NET 3.14%

NIO 0.82%

NOK 0.76%

PLTR 1.15%

PYPL 2.60%

RCL 1.68%

RKLB 0.53%

RTX 2.52%

SOFI 0.80%

SPYG 0.35%

TMC 0.02%

TSLA 5.96%

VOO 1.43%

VTI 0.43%

WISH 0.07%

WKHS 0.03%

Ticker symbol INFY, it's a large tech company co-founded by his in-laws.

INFY leaps? Your son-in-law getting elected prime minister of the UK can't be bad for business.

If you're betting on certain businesses, you'll probably be fine. Just make sure you understand the businesses. Established businesses are going to be available on an insane bargain during this coming crisis. Starting new businesses involving serious labour/resource requirements is almost impossible, and will be more so in coming months/years. The current PM is, "business friendly", so he will try to bailout the big players, if needed. He might survive the election cycle in 2024: there's no opposition to speak of, and he has the elite class' support. Adani became one of the top richest people because he supported this guy back in 2010s; made insane profits on that "bet".

There are over a billion people in India, so labour is expendable, to put it lightly. Even if hundreds of millions die from rising temperatures and food shortages and all sorts of hell breaking loose in coming decades, there's still literally hundreds of millions more to replace them. And India still remains a democracy, a particularly resilient one -- which is quite a big feat, considering Asia's occasional foray into dictatorial regimes.

India is trying to get serious about chip fabrication too, but is still decades behind. STMicroelectronics has been trying to create a plan for over a decade now, but Indian government does not have the budget to support such an initiative. It's a lofty goal, but with this government, there might be a start to something. Now that western Electronics industry is distancing from China, they are looking for other Asian countries as outsourcing destination - Apple is assembling iPhone 14 in India now.

Software/IT sector is still a powerhouse, but how far globalisation takes a hit in the coming years will tell us how bad IT does. Infosys, Wipro, Tata are a few big names, still trading on NASDAQ. I am occasionally checking on INFY ticker, waiting to see a good time to join in. Liquidity is still an issue, not that heavily traded stocks, but then volatility is also high and if you bet on the right stocks, insane returns possible. I was watching a video where Michael Burry did something similar in his early days: bet on obscure, developing nation's companies, that had some kind of established presence (to the point of being traded through a ticker on American markets) but were still virtually unknown in developed world.

India's "Silicon Valley" is Bangalore, so look out for some daring startups there. Polygon MATIC has a base in India, on the crypto side. I dabbled in it, but got out when it seemed impossible for it to breakout of its pernicious resistance around 1.0000. But it has had news of collaborations with established businesses here and there, so who knows. Maybe one day. India is a huge market for smartphones, and if even one of the crypto's becomes stable enough to be used as a currency, it can have a massive adoption in India. Indians are good at adapting and sort of finding their own, "ad hoc" solutions to problems where the goverments fail. There was some African country, that has had similar approaches to creating its own, "public currency" separate from the official financial system. So developing markets citizens are eager on harnessing that kind of independence.

$INFY, $WIT, $IBN, $TTM, $RDY, $YTRA

My brooker app has a list of indian companies traded on the NYSE. Maybe yours too?

IBN HDB INFY MMYT TTM....

I bought an India fund last autumn... its ~10% up these days.

You can just ETF - MSCI or INDY. Many Indian companies are listed on the US stock exchange too, CTSH, INFY, TTM etc.

I wouldn't be offended if there was judgement - it's a lot of damn stocks lmao.

Genuinely, I didn't plan on owning this many. I was between 30-50 for the majority of my investing, and as I got further and further into my research, there were just so many compelling stocks I found my account ballooning lol. Over the long-term, I do see myself falling back under 100 easily. 110 is my hard cap and I have about 5-10 stocks I still want to buy at some point, but as some of my speculative drop off/names under-perform, it'll be easier to cull the portfolio.

Keeping track is a big task. I use Seeking Alpha/The Fly for my daily news alert/analyst PTs/etc. I also utilize VIC/Barron's/Motley Fool/CS-provided research for in-depth articles, and have subscriptions to WSJ/Kiplinger for macro news. Each quarter I do a full portfolio review, going over earnings, financials, news, outside opinions, etc. I put each stock into a category in my own spreadsheet - labelling them "Keep", "Anchor", "Spec", "High Conviction", "On Watch" - I also add in my own commentary as to what I like/dislike about the stock.

When it comes to buying/selling - it all varies around the type of stock. I try to keep my buys close to reasonable P/E, P/S, and PEG ranges - but obviously give more/less leniency depending on the type of stock I am looking at. Obviously we want to see outperformance on at least the 5-yr, if not the 10-yr. A dividend is good, but not necessary. I look at Rev/EPS growth rates and have specific ranges for the type of stock - also looking for FCF growth. Buybacks are also a huge thing - I try to avoid stocks with a lot of SBC. Sometimes I will also buy to enter a specific market. I bought HDB and INFY specifically as bets on India long-term. Selling is a little more succinct. If I go down 25% on any stock, that's immediately a review (this year has been fun lol). Continued earnings misses, slowing growth, inept management, etc. I've also been trimming a lot of my big wins, like ENPH and CELH as their P/E's skyrocket.

I thought AOC gave BJs to right people to get the infy down... What the heck AOC? -_-

Looks like I am the new Oracle of Omaha

sauce

Indeed. India and Saudia Arabia according to IMF are expected to grow their gdp by 7%+ Plus the chances of recession in India is close to 0 but if a global recession do happen then literally no one knows whats gonna happen. India also have the lowest debt and the forex reserves are increasing. Plus its like friends with both Russia and Usa big time. But not a big fan of China😅. Hence im invested in India. Even bridgewater has RIL, INFY, HDFC in their portfolio.

Do people think infy is gonna dump today? Bad earnings.

Infy

Pls discuss Infy

Watch infy infosys

Guys Infosys Infy Inr

Hey guys thoughts on Infosys Infy

That means INFY should continue a nice steady downtrend. Yea.

I sure as shit hope so. INFY took a shit as expected today and my puts went ABSOLUTELY... ^(nowhere)

Palantir Elon nio infy sq

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Buy $InFY. USD is gaining against INR, and this is good for Indian IT company as their revenues are based on USD and costs are based on INR

Reporting Earnings Today

$BLK BlackRock $JPM JPMorgan $DAL Delta Airlines $BBBY Bed, Bath & Beyond $FAST Fastenal $INFY Infosys $FRC First Republic Bank $SHAW Shaw Communications

Tdoc, sbux, wmt, dis, googl, sem, onem, amn, ccrn, immr, adus, figs, sofi, infy, sify, rycey. Will likely start adding to bmwyy, lysdy, nke, Napa. May throw some more lottery tickets out on icpt, dtil, enlv. My backbone is blue chips and Healthcare but I like to spread my losses around.

No number is the “floor.” Each and every stock can go to $1 if necessary (or below).

My advice: INFY or Pokémon cards and GameCube games .

Changing the name to Meta shows that they are truly hopeless and out of ideas. MSFT or INFY is a better choice.

Great criteria; I recall seeing INFY on a few screeners so I might circle back around on that one.

Yeah I'm aware of sqqq. Just my macro beliefs are were correcting more and wanted leverage that was affordable. In my search for something low volitility hence with low premiums infy came up. I will make tidy profits if faang bleeds and I didn't have to cough up 10 bucks a contracts.

I took a pretty big short position on $infy as a back door sleeper if mega cap tech gets hit. Contracts are $1 otm and cost .8 expire in April. Couldn't justify the premiums on mega cap tech puts. Kinda shaking in my boots because so far mega tech has been an absolute safe harbor. But betting on macro being so bad that excellent companies will simply be the last ones to get hit and it just hasn't happened yet. Guess if I go broke atleast it will be because I was dumb enough to think mathematical logic would prevail.

Macy's still has room. I like $infy, the options are cheap. Will move with the indexes.

Check out $infy. Affordable options. Fucked if I know which one to buy but affordable.

I'm seriously too retarded to figure out what puts to yeet at if I decide to go full ber. Any of you micro dicks got a high conviction pile of garbage to short? Was thinking stuff like zi, wday, fisv as Thier pe's are over a thousand. I already dumb- dumbed at INFY Feb 23p but I'd like to do a full Michael Burry, go short enough that people start asking if I'm ok. TSLA just seems to obvious, I have a Tesla shaped channel in my ass from where it fucks me anytime I touch it.

Well I have a pretty irresponsible put on $infy with no hedge. I welcome the drill.

I shorted infy..... Don't know what I'm doing but it's up 100 percent plus still from 2020

I'm fat, lazy, and retarded so this past week it finally clicked "I should buy puts". Dusted off finviz and screened for tech stocks with low iv and still not down major from 52w high. Probably butt fucked myself but if it tanks will clean up.

I bought 300 infy Feb 18. 23p.

India benefits from strong growth and a young, highly educated population that can sustain that growth. Be aware of currency and politics risks.

Checkout INDY, which tracks NIFTY 50 index suggested by others, The iShares India 50 ETF seeks to track the investment results of an index composed of 50 of the largest Indian equities. If you wanted to invest in individual stocks checkout few ADR like Infy, ibn, hdfc etc

Check out infy.

For buying Indian individual stocks as retail participant you will need to be Indian citizen (resident or non resident). This applies even with interactive brokers for India access.

Hence if you aren't one, best will be nifty index ETFs like INDA or INDY, small cap ETF like SMIN. Also some Indian stocks trade in US. (HDB, IBN, INFY, WIT, TTM, RDY) and AXB (London)

About to short sell $INFY

Calls on INFY.

Instead of owning the whole CIBR fund you can look at their holdings and concentrate on the best performers. The top 10 best performing stocks in CIBR over the past year are:

FTNT MIME ATEN PANW JNPR ACN NET ZS CSCO INFY

Another couple that they own that I also own are CRWD and OKTA

TTM Infy sify Wipro

I agree it seems a bit overvalued at the moment but I plan on holding longterm so we'll see I guess. I've been lucky because I've bought the dips which have been drastic so my average is very low. It also gives me exposure to non US markets which I like because I don't have much, other than infy and parts of soxx.

Would Uranium gang benefit from the Infy bill?

People been buying infy stocks since the day biden got elected

Infy bill will pass tonight

Looks like Infy bill would pass. Limit up next week.

Pass the Infy bill now

MSFT, PTLO, INFY, METX, LKNCY

Get voo(or qqq) and soxx. I'm an electrical engineer and theres no way semis go anywhere in the next 10 years, everything is going "smart". The chip shortage is causing semis to trade sideways a bit lately but that means it's a good time to get in. Msft and goog are also good buys. I have se and INFY for non American stocks. Since qqq doesnt have banks I also have jpm

INFY and SIFY. Indian telecoms and data centers

RDY, IBN, INFY

Currently have CIBR and INFY, looking to add F and GPS for diversification. F seems to have strong growth potential and GPS might be a seasonal play. Thoughts?

I wouldnt mess with Chinese companies. Go with SE or MELI if you want some foreign stocks. I've had INFY for a while and cant complain, it's a tech stock in India.

AMC (+400%) and not a close 2nd. My others after AMC are ACI (+85%), WIT (+45%), INFY (+37%), and RBLX (+34%)

Some large Indian companies are also listed as ADRs : $HDB $IBN $TTM $WIT $INFY

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Throw Infosys (INFY) in there as well. They go nowhere but up!

Look at INFY and SIFY, indian telecoms, huge room to run in the long-term, emerging market exposure.

A real pick here, INFY leaps. Stock is super solid, and the options are super cheap, even ITM ones.

whispers buy INFY, please... I'd like to see what it feels like to win for a change 😂😂😂

WM 24%

INFY 24%

GS 15%

DAC 10%

MSFT 8%

TSLA 7%

CCRN 7%

TGH 7%

INFY earnings report tomorrow, get in while it’s under $25

Russel 2k is definitely bleeding. I've gone back to just DCA mutual funds in tech, small cap, china, healthcare. Only individual stocks I've been buying lately are AMED, LHCG, SIFY, INFY for very long term. Learned about some Canadian company developing a THC breathalyzer, BLOZF. Also opened a small position in paysafe, FIGS. If you're into medical tech check out Movano, they're developing an infrared blood glucose monitoring watch. That's just what I've been doing lately. 2020 was really good and really easy so I went back to just mutual funds, blue chips, and small positions to keep things interesting.

INFY is not a telecom. wtf.

SIFY?? Really SIFY?

I own Infosys(INFY) and Sify (SIFY). Infy is a big telecom, one of the largest in the world actually, especially by user number. Sify is a telecom as well, as I understand it, but gets more of it's revenue from data centers. Sify is very small in market cap. I'm really bullish on India in general.

I went pretty big into VIAC/CRSR/INFY and GSAT but in early/mid april for options expiring at the end of may/early June. Feels bad man.

INFY to $22 in next 24 hours. Got a lot of money on it because I’m fucking retarded. Help me out fellow retards!

INFY needs to hit 21 by tomorrow! Strong resistance at 20.50. Help me pump it up!

INFY consistent upswing 💎🚀

Whoops meant INFY calls

GPRO killing it today. Also INFY! Get in bed with me, all of you!

Get some INFY! It’s taking off now ‼️

INFY Y’all!! I’ve been trying to tell you.

INFY on good steady rise. Earnings above expectations last 3 qtrs. Why do I see no one talking about this stock??!!

Anyone buying INFY. I’ve been watching it for a few weeks and it keeps climbing. I bought a couple of calls today. First calls ever bought. I’m still learning this game but hoping to get some return!

Plays for this week you filthy degens :

AZN 57

ASML 630

SAP 138

NSRGY 123

INFY 18

NEM 73

F 13

VALE 20

Jk. I depleted all of my cash yesterday buying baba, SQ, net, wish, onem, sify, infy bc I'm retsrded but I did get paid today $$$

There are some companies listed in NYSE. Tata motors, infy, Vendanta, Dr reddy, wipro.

Anyone playing INFY earnings?

INFY and COF

Asia emerging market stocks: BABA, XIACF, INFY, SIFY, SE, fidelity china region fund.

For sure bruh, just like ACN, CTSH, INFY..all of the great SaaS companies bruh.

Infosys (INFY) was the main one. I had a smaller position in Tata Consultancy Services (INR). I jumped in late Feb during the dip on a lot of things. Leap spreads. INFY position was up like +60% but it's down to +40%. For INR I took profits at +30% today.

SNY and INFY was similar, but not as close.

Don’t sleep on INFY, tech consulting ready to go boom 🚀🚀🚀 doing a DD on them this week.

OGIG, INFY, COF