Currency risk in international investing — how I think about it
India thesis: 1.4B population, median age 28, rising middle class, English-speaking workforce, democratic rule of law. GDP growth 6-7%. Market is expensive but for a reason.
15 Comments
Interesting perspective. I see it differently — happy to elaborate.
I've been burned by this before. Your caution is warranted.
Real talk: most people can't stick to this when it gets hard.
Interesting perspective. I see it differently — happy to elaborate.
Counterpoint: what happens if rates stay elevated longer?
I respectfully disagree. The data suggests otherwise.
The math here is solid. This is what people miss.
The compounding at year 20+ is when it gets really wild.
This is a masterclass. Bookmarked.
Have you considered the tax implications of this approach?
This is why I come to this community. Real numbers, real analysis.
Not financial advice but I'm doing the exact same thing.
What brokerage are you using for this?
Appreciate you sharing the L's too. Most people only post wins.
The fee math always surprises people when you actually do it out.
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