Category: Daily Analysis
-
Expectations and Thoughts on a New India – Post Elections Note
Date: 1st June 2019 Recent Events – Elections Last week we had an election result day and the 2019 central election came to a dramatic end. We welcome the second term of BJP and the National Democratic Alliance at the center. The 6 week long 7 phase election was an emotional, high decibel multimedia war…
-
Market Outlook – Jan 2019
JainMatrix Investments takes a long hard look at 2018 and then builds the 2019 Outlook. What happened in 2018 – making sense of it CY2018 was a challenging year for investors. Many global equity indices gave negative returns, see Table 1. Table 1 – Global Equity Indices (click to enlarge) The Indian markets in 2018…
-
The NBFC sector selloff – is it overdone?
In the last few weeks, shares of some NBFC/BFSI stocks have fallen between 15-60%. Here we try to find out the key causes, possible timelines and suggest next steps for investors. The recent developments in Indian Banking Financial Services and Insurance (BFSI) sector have created a fear of systemic risks – causing stocks in general,…
-
This market needs Patience
Dear investor, You got into an amusement park. And decided to take a peaceful ride, say a merry go round. You sat down, and found to your surprise that you are actually on a High Thrill Ride, buckled in, and you cant get off. The market today is a little bit like this ride – it can be…
-
Here’s a Great Construction Achievement
Every once in a while, I come across an event or achievement that worth appreciating. Here is one such incident. It is terrific of Indian Railways to be able to do this. Indian Railways sets record, builds subway at a busy track in 5 hrs; watch video See LINK My thought here is that if many…
-
Indian Hotels Sector – Time to check in?
Shares of many hotel companies have rallied in recent months. What are the reasons for this? Can investors find good investment ideas in this sector? Related Research: We had published a report on Mahindra Holidays in Mar 2013. The share is up 109% in 5 years, or 22% annualized. To read the report, click…
-
Indian Roads Sector – A Delightful Drive Ahead?
Date 26th April Industry – Roads Construction Summary Here is a snapshot of the interesting Roads Sector. We sense a revival, and a number of players are active here. Additional Roads Sector Reports from JainMatrix Investments Please read our Feb 2018 report on HG Infra IPO by clicking on LINK. And our July 2017…
JainMatrix Investments 