Tag: india investing
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The Changing World Order, and the India Opportunity
07th April – Time to read article – text 10 min, video 43 minutes. My lessons from this video: So where is India and what is India’s play? How can this play in Services be accelerated? Manufacturing and related thoughts Conclusions Disclaimers and Disclosures
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Should you Invest or Prepay your Home loan? – Jan 2025
Introduction Last month, my conversation with an investor went like this – Rahul (not his real name): I have a home loan of ₹ 75 lakhs, of 20 years duration, and am paying an EMI every month. Right now I have cash available with me of ₹ 10 Lakhs. I have already been an investor…
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NIFTY VIX and NIFTY 50: Market Sentiment Post Elections
The Indian General elections are done with, and we have the observations of the last month – NIFTY VIX – is a ‘Volatility Index’, first introduced by the NSE in 2008. It is an Index representing expected annual volatility in Nifty50 over the next 30 days. It being a leading indicator simply reflects investors’ sentiment…
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Become a Master of Finance
I came across this superb interview today of Harvard Professor Mihir Desai (with Lewis Howes). I understand him well as he has Indian origins. And he is sharing awesome lessons from his long career as a Finance professor. Here you go. Happy investing, Punit Jain
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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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New into Equity Markets? Consider the Large Cap Stocks Basket from JainMatrix
DISCLAIMER This service and related documents have been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. These documents are not to be reported or copied or made available to others without prior permission of JM. It should not be considered or…
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Retirement Planning: a Poll and some Radical Thoughts
Dear Reader, I came across this interesting article recently, and would like to share it with you. The inglorious goal of doing nothing – LiveMint, April 21st 2015. In short the article describes a person who retired at 40 and is living in a remote location and doing nothing – just enjoying his peaceful retired life.…
