Category: Investing Strategy
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Indian Telecom at Cross-Roads
Feb 03, 2012 – The SC judgement striking down 122 telecom licenses from 2008 is a sharp indictment on governance in Indian Telecom. First Come First Served is a poor way to award licenses. The maximum damage may be to the new Telecom operators, and to business confidence of foreign investors. The justice process has just started with…
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Bottom fishing in 2012 ……
———————————————————————————————————————————— JainMatrix Investments has published a review of this portfolio, please click on the link October Review Article Published January 17th 2012 A Happy New Year to you! January 17th 2012 In my first post of 2012, I’d like to mull over a very basic question. There are a number of fundamentally good companies, firms in…
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Indian Equity – Winds of Change
December 16th 2011 The Indian Stock market has been buffeted by a lot of changes in the last few quarters. As a long term investor, one needs to track the key moves and tweak the overall outlook and investment strategy in line with these. While there is a lot of noise and headline grabbing information…
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Gold as an Investment – Should you buy Gold now?
September 2011 Introduction: Gold has been in the news of late for a number of reasons, including the recent steep rise in prices. This metal caused a ‘gold rush’ – the migration in USA from East to unexplored West in the 1800s It has been a currency and a store of value for man since…
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The Demographic Dividend in India
And how you can profit from it. Get my reports and articles first, right in your inbox – subscribe for free to this blog, on the right hand side panel. We’re hearing the term ‘Demographic Dividend’ bandied about quite a bit, when describing India. What does it mean, and what are the implications? What’s happening…
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This is a good time to add Small Caps
This may be a very good time to add Small Cap stocks to your portfolio. Let me substantiate the logic and reasoning for this. If we list out equity-oriented investments in order of Safer to Riskier (and generally Lower to Higher return), they are: Sensex/ Nifty / ETFs /Large cap Mutual Funds Mid Cap and…
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Steep Fall in Indices – Stay calm
Here is a quick round up – of the bad news: Sensex is 17% down from November 2010 peaks. Particularly second half of Jan onwards, fall has been steep Sensex is below its 200 Day Moving Average – DMA FIIs are withdrawing funds from India. After investing $28 billion plus in 2010 they have now…
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