Tag: india investing
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Laser Power IPO: A Good Conductor: Video
09th July 2026 IPO is open from 9-13th July, at ₹ 203-214/share Small Cap. of ₹ 3,000 cr. The 742 cr. IPO includes Offer for Sale and Fresh Issue parts. Sector: Power Cables, Conductors & EPC Opinion: Buy We share a short video of this IPO. Summary Why Laser: India is witnessing significant investments in…
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The Changing World Order, and the India Opportunity
07th April – Time to read article – text 10 min, video 43 minutes. Today the Indian markets fell sharply, up to 5%, but lets look at this event in the global context. I came across this wonderful video by Ray Dalio recently, (43 minutes) and this helps us put the current market scenario in…
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Should you Invest or Prepay your Home loan? – Jan 2025
We wish readers a very happy new year 2025 In Apr 2023, we published an article, Real Estate v/s Equity for personal wealth creation. In this Article, we extend our thoughts and analysis to a related situation Introduction Last month, my conversation with an investor went like this – Rahul (not his real name): I…
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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
The Large Cap Stocks Basket was created 8 years 9 months ago Its a concentrated 7 company basket of Blue Chip, well known and well respected large caps This Basket has done very well over this period, doing better than the Sensex and Nifty indices There have been only 6 changes in the portfolio in…
