Jpmorgan Indian Investment Share Discussion Threads

[martincc] 15/2/2024 12:23

director buying 5000 at 933p

[martincc] 08/2/2024 10:30

nav bouncing back a bit, 6 up days in a row now

[arja] 18/9/2023 09:17

i just thought it might be reason for the fall sllab101 . Not many investment trusts pay a divi I think . Indian indices down today on back of falling US indices .

[sllab101] 15/9/2023 15:34

Does jii give a div, I didn't think did.

[robertball] 15/9/2023 15:05

Price action at yesterday close was erratic

[arja] 15/9/2023 12:55

surprised it is down today as Indian indices rising . Maybe it is ex div day and I must check . has a much wider discount to NAV than IGC for some reason but I only trade NONE SD stocks like IGC

[loganair] 26/8/2023 06:40

All good points...

[essentialinvestor] 25/8/2023 15:10

I hold JII and just a couple of points on some of the recent comments.

There has already been extraordinary returns over many years - look at a longer
term chart.

Also the Indian economy does not exist in a vacuum, weak China macro impacts India,
but India may also be a longer term beneficiary of Xi's regime as companies
increasingly favour India for investment and future growth.

[cottlet] 07/8/2023 19:11

Rishi Sunak had a huge opportunity to improve relations with India and to do trade deals.
Has this happened?

[loganair] 19/7/2023 09:00

The US is suffering from high inflation, a ballooning debt crisis, and stagnant growth while China is currently experiencing the greatest housing market collapse in history, while watching youth unemployment sky-rocket.

So, if both China and the US are struggling against each other, taking self-inflicted damage to slow each other down, what if a new superpower challenger was to emerge and overtake both of the nations? This is what we see happening in India, a fellow BRICS nation.

India has been a consistently high growth economy in recent decades outgrowing almost all the G7 nations, and most of its BRIC counterparts since the turn of the millennium.

Whilst, they still have a long way to go before overtaking the giants of the world, the US and China, their contribution to the total GDP of all BRICS has been and is predicted to continue to grow at far greater rate than any other economy.

According to Goldman Sachs, India will even overtake the U.S. to become the world’s second-largest economy by 2075, with its burgeoning population, progress in innovation and technology, higher capital investment and rising worker productivity.

With such a growing economy, always comes huge potential for investors like ourselves to make huge returns in the future.

[essentialinvestor] 07/6/2023 19:24

Nice 6 weeks. Should have bought a few more!

[essentialinvestor] 17/4/2023 12:45

Another few under £7.80, NAV discount back to 20%.
Look a fairly decent entry unless markets sell off hard.

[essentialinvestor] 13/4/2023 15:45

Added a few. Big miss by INFY may give an
opportunity to add lower down.

[essentialinvestor] 12/4/2023 18:27

It's Up well over 1,000% in 20 years!.
which is when this BB started.

[cottlet] 12/4/2023 18:20

this is soooo slow..........where's the boom in India?
We wait and the waiting is long.....(William Shakespeare)

[essentialinvestor] 14/12/2022 16:50

GBP v INR very near multi year highs which is weighing on NAV atm.


Some recent changes to the management of Jii I notice.

[1nf3rn0] 11/11/2022 11:42

This is having a good run. ANII has performed poorly by comparison since the pandemic low

[diku] 07/3/2022 21:16

It sure was...

[diku] 31/8/2021 20:38

Into blow off top territory?...

[loss-leader] 31/8/2021 11:11

JII seems to be doing well. I wonder if it benefits from China going out of fashion a bit? LL

[arja] 03/3/2021 09:33

I never trade this one as the spread is just too wide but chart looks good and of course the indian indices still uptrending . I see this has quite a big discount to NAV but maybe that is normal for this Trust ?

[hpowell1] 26/2/2021 10:58

I just like the stock, I’m in

[loganair] 04/2/2021 11:37

Sale of state-owned firms could make India a $5 trillion economy:

The Indian government’s efforts to privatize state-owned companies provide a “great opportunity” for the country to become a $5 trillion economy, a top Indian business leader told CNBC.

This week the country’s Finance Ministry announced that the government has a disinvestment target of 1.75 trillion rupees (about $24 billion) for the next fiscal year, which starts on April 1. The government plans to sell state-owned assets to the private sector or list them on the stock exchange.

This would include completing the privatization of state-owned companies such as Air India, Container Corporation of India and Shipping Corporation of India, among others. It would also involve a government proposal to make two public sector banks and a general insurance company private.

“This is a very good move,” according to Anil Agarwal, executive chairman of diversified natural resources firm Vedanta Resources. He set up a $10 billion fund with UK-based investment firm Centricus last year, aimed at investing in government companies that are up for sale.

Agarwal told CNBC that the government’s stake sale efforts will provide a “great opportunity, all over the world, for people to come in and invest.” It would also make the state-owned companies more productive, he added.

India is expected to become the world’s fastest-growing economy in 2022, according to the International Monetary Fund (IMF). The fund’s forecast followed “a stronger-than-expected” recovery in 2020.

India’s economy is currently the fifth largest in the world, with a GDP of $2.6 trillion, according to the IMF.