Large Cap Model Portfolio Update Feb 2013

JainMatrix Investments is pleased to present subscribers the Feb update on the JainMatrix Large Cap Model Portfolio 2013.  

This is an environment where the Indian economy looks sluggish, interest rates and inflation are not coming down, and the markets seem to have lost some steam. The Q3 results are more or less behind us, and their aggregates are positive. We now expect a quiet period of anticipation before the Budget. 
There may however be some pockets of activity. PSU divestment is gathering pace. Telecom auctions are expected. The government is trying to clean up its act and finish FY13 with a hurrah. 
The Large Cap portfolio held up well overall in this short period. Investors are advised to continue to invest in SIP fashion. 

JainMatrix Knowledge Base:

JainMatrix Large Cap Model Portfolio 2013
JainMatrix Mid Cap Model Portfolio 2013
L&T: At the Business Crossroads
Arshiya International: A Collapsing Star
Make Equity Investing less tricky: the JainMatrix Eleven 
Bharti Airtel – This is a year of consolidation –LINK
Titan Industries – The Jewel in the Crown

Disclosure: It is safe to assume that if the JainMatrix website recommends a stock, the researcher has already invested in it.

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