Category: Daily Analysis
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A View on the Sensex
Date: 28th Nov 2021 The Sensex Returns V/S GDP Growth chart Chart Explanation Chart Notes: 2021SF is 2021 So Far. CY is calendar year. Also a positive ‘High-Low Return’ number indicates that intra-year high was after intra-year low and vice-versa. Data Sources: wikipedia, Bloomberg, Credit Suisse. The CY Sensex returns reflect key events – 1999…
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Indian Markets, Over or Undervalued? – A discussion
Summary: In this note, we debate on the current levels of the Indian markets, using several well-known ratios, in the context of local and global events. We are perhaps continuing from my previous Outlook article – Equity Outlook, Nov’20: Rising like a Phoenix from the Ashes Introduction The Markets are at an all-time high as…
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Cryptocurrency – Or is it a CryptoCommodity?
Date: 16th June 2021 Summary There is an excitement around Cryptocurrency (CCS) – a combination of high potential gains, high tech backbone, a novelty, and a rebelliousness, that has attracted investors and driven demand. While initial purchases were by professional traders, speculators, crooks and gamblers, the ecosystem and exchanges have been helping to simplify and…
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The Indian Stock Markets’ 20 year Digital Transformation
Indian Stock Markets It was about 20 years ago. I asked a relative about the stock markets. I got mixed stories. On one hand 2-3 of their investments had done well and doubled in a few years. On the other hand there were stories of (the Challenges) But it had piqued my interest. So a…
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Indian PetroTaxes, the Dharam Sankat – A Solution
Introduction In this public interest article, JainMatrix Investments ideates on the Oil & Gas sector. In India, currently the retail prices of petrol & diesel are at all-time high. On 16th Feb’21, petrol cost ₹ 89.29/liter in Delhi, while diesel cost ₹ 79.70/L. In some parts of India, like Raj. and MP, petrol crossed the…
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Indian IT Services Sector – Add the Digitals
JainMatrix Investments presents an Industry report on the Indian IT Services sector. It’s a sector that is growing at 8-10% annually and has significant share in global outsourcing. An ecosystem of good college education and a large pool of talent, feed a clutch of globally competitive Indian IT Service firms. The digital demand has only…
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How is India doing against COVID19 in 3 graphs
Its been 3 months since Covid infection hit India. I believe India has done well so far. But lets check out the facts using just 3 graphs in Logarithmic Scale. (click to expand image) India’s COVID-19 Curve, compared to other countries. (Source visualcapitalist.com) Total Coronavirus Cases in India (Source: worldometers.info) Total Coronavirus Deaths in India…
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