Jpmorgan Indian Investment Share Discussion Threads

[one for the money] 21/9/2005 08:53

Mark.

...you may be right!

Cheers
John

[markth] 21/9/2005 08:48

Looks like a correction now......

[rhm] 20/9/2005 10:46

Bestinvest.com do quite a good breakdown of absolute and relative performance. You can also search for single country funds.

[markth] 20/9/2005 10:42

As I write, JP Morgan Japan up 1.9% today, while this one is up 0.5% and JP Morgan China up 0.4%.

[rhm] 20/9/2005 09:32

There's one called New India IT (NII). It has underperformed the benchmark though.

Rgs.

[roodboy] 20/9/2005 09:27

does anyone know any other Indian ETFs?

[davidbh] 19/9/2005 21:53

Royal T
Sorry we seem to have had this conversation @ 776 -forgot.

[davidbh] 19/9/2005 21:46

Royal T
I follow yr logic.
But what was the India GNP at 3000 nd 6000 ?
It seems to me that growth in GNP is driving this.

[flashheart] 19/9/2005 18:08

Another one that may interest you guys is IJD.

[grippa] 19/9/2005 17:37

I think we have all had the same ideas. I hold all three JMC JII and JFJ. JMC looking a bit soggy recently and Mark you probably did well to sell out, but if you are in for the longterm might as well stay put. JII keeps on going and going...so why stop now...and as for JFJ...this one should perform very well over the next year and beyond with Koizumi's landslide win. All three are worth holding for the longterm IMO.

[one for the money] 19/9/2005 16:36

Mark

Cannot but agree....profit always worth taking. I hold JFJ as well.

Cheers
john

[markth] 19/9/2005 15:51

Calling the top is much harder than following the trend. Valuations are looking stretched to me. I'm expecting a pull back, maybe not today, maybe not next week, but sometime soon. If you check the JMC thread you will see I called the top on that and sold out at >70p.

Having said that I am still running half my original stake in JII; it had doubled and I had become over exposed to this. With the price looking toppy it was time to reduce. Japan looks much better value, so I put the money into JP Morgan's Japanese fund (JFJ).

Can't blame a chap for taking a profit (especially when it's ~100%).

[grippa] 19/9/2005 11:54

Dont think we are in for a correction, we have already had the slip back down to £1.90 ish from £2...and that seems to be a pretty solid base for this present rise up. I dont see any substantial correction coming IMO, but there is never anything wrong in taking a profit.

[one for the money] 19/9/2005 10:35

Mark

Maybe we have already seen the correction. FWIW and IMHO it's just making up for the flatlining/fall over the last month and it could get back up to the may-august trend line.

Why do you think is should fall now?

Cheers
john

[markth] 19/9/2005 10:22

It's rising too far, too fast - correction coming IMO. Sold half of mine this morning.

[grippa] 19/9/2005 10:16

Stormed through £2.10!!

[grippa] 17/9/2005 14:27

10,000 here we come!!!!!!

[royalt] 15/9/2005 22:31

Ive no idea what they are m8. Im just in ot for the ride. Its been a good one so far. Hoping for it to continue.

8300 looks very likely now.