Category: Investing Strategy
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A Vision for the Indian Economy
—————————————————————————————————————————————- You may say I’m a dreamer, but I’m not the only one – John Lennon This New Year my message to readers was … Lets dream BIG in 2014. Six months later, I certainly feel we have made some progress and a lot of terrific things are happening around us. The political and government scenario.…
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The Post Elections Investment Note
—————————————————————————————————– (Read on to receive this entire report Free) Post Elections Investment Note The General Elections of 2014 are done and dusted. A resounding majority victory for BJP brings Narendra Modi (NM) into power as PM, to be sworn in the next few days. From a stock market point of view, this is a best…
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JainMatrix Investments Large-Cap Portfolio Investment Note
———————————————————————————————————————- Date: 15th May 2014 Investment Note JainMatrix Investments presents the May 2014 update of its Large Cap Model Portfolio. The year 2014 has seen the Indian indices move into new high territory. The stock investment climate remains positive with events such as strengthening Indian rupee, fall in inflation, a high decibel general election and…
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JainMatrix Investments Mid-Cap Portfolio Investment Note
Date: 20th Mar 2014 JainMatrix Investments launched its Mid Cap portfolio in Feb 2013. This is the March 2014 update of this Model portfolio along with a review of the performance and a recap of the individual stocks. Here’s the brief investment note: The year 2014 opened on a positive note. The major Indices are…
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Are we in a new Bull Run?
_______________________________________________________________________ Recent media articles have spoken about Indian Indices hitting new all time highs, and the start of a new Bull Run. My thoughts Pro and Con on this subject. On any matter its better to hear both sides of the story: Pros: The bull run from ’04-07 has been followed by a flat period from…
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Hope in the Roads Sector
_____________________________________________ Introduction: One of the signs of mis-governance in India has been the Roads sector, and the way the Policies have been created and executed. Issues: The problems of the sector are obvious. Short of funds, the govt developed the PPP (Public Private Partnership) model to not just involve the private sector, but fund the entire…
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JainMatrix Mid Cap Model Portfolio Update March 2013
…… JainMatrix Investments presented the Mid Cap Model Portfolio in Feb 2013. Its time to review the portfolio, understand the changes in this period, and continue with our planned investments wherever appropriate. The seven (7) stocks recommended are tracked with updates on the following basis: Q3FY13 updates FY13 Budget effect Any sharp price movements Overall…
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