Tag: investing

  • 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…

  • A Titan for the long term

    ——————————————————————————————————- There is an update of this report dated Nov2012, Titan – The Jewel in the Crown  Titan Industries is a power brand and the largest specialty retail chain in India. It is translating the success in watches into new categories by adding one every 5-7 years, and now also straddles jewellery, eye wear and…

  • Sparkling Power Finance Corp FPO – May 10-13

    Update on late May 12th! PFC FPO got over subscribed 3.6 times on Thursday. While the FII portion was subscribed a healthy 6.9 times, the HNI (0.01 times) and Retail (0.34 times) subscribers are waiting for the last day. This indicates a likely surge tomorrow in the latter two categories. The maximum subscription amount for…

  • Future Ventures IPO note – April 2011

    Update on April 29th Future Ventures has got a dull response till today. The overall subscription is 1.52 times the offer. QIB section is oversubscribed 0.26 times, HNI is (strangely) 7.8 times and Retail 0.6 times. Poor response may be not just because of poor reviews (see my IPO note below) but also concurrent investments…

  • 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…

  • My investment rupee says Yes Bank

    Yes Bank is an aggressive high potential new generation bank. The recent fall in prices by 28% makes this an attractive entry point for long term investment. There is an updated report of Yes Bank available at link The Brave Warrior of Indian Banks by JainMatrix Investments includes Q1FY13 results, news updates and FY15 projections.…

  • 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…