A pessimistic vision of India’s looming environmental and economic collapse

Re:A pessimistic vision of India’s looming environmental and... by traek on Sunday February 04, 2018 @11:24AM (#16303342)

This was primarily to reduce exposure to US assets, not to specifically gain exposure to UK assets. In fact, if you look at their holdings you’ll see the relative percent increase is much lower for Sterling than Euro, which could signal lower confidence in GBP than EUR.

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Re:A pessimistic vision of India’s looming environmental and... by Sylphine on Sunday February 04, 2018 @11:12PM (#16306543)

True but if they were confident the Sterling was in bigger trouble than the dollar they wouldn't have invested in it.

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Re:A pessimistic vision of India’s looming environmental and... by traek on Tuesday February 06, 2018 @03:15PM (#16319188)

No, they could believe that UK assets have a different risk profile than US assets and want to diversify, even if they think UK assets have a lower risk-adjusted return. Diversification is valuable.

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