Jpmorgan Indian Investment Share Discussion Threads

[cottlet] 06/7/2007 23:15

Thanks Mangal for info on Turkey.

[mangal] 05/6/2007 16:19

The easiest(& prob the cheapest) way is to buy the Turkey ETF, epic ITKY

[cottlet] 05/6/2007 15:43

I have seen Brazil, India and Turkey rated as the best emerging markets. Anybody know how to invest in Turkey? Thanks

[davidbh] 22/5/2007 21:01

Compare JII with New India (NII).
Since01.01.07 both have gained a mere 1%.
The Indian budget (March) & removal of global finance from India back to ...?Japan/China ?... as a result .
This is my explanation - any other offers?

[ipendlebury] 22/5/2007 14:45

Yes NAV is 348p today. So is it just market confidence that is making this share price lag so far behind?

[aldasoa] 17/5/2007 12:56

This is now almost 10% off NAV.

[aldasoa] 04/5/2007 11:35

How stupid of me!

[n111ndy] 03/5/2007 13:31

Only ten companies are listed in the JII ten largest invetments. The first company to be ignored in your count is the actual trust name, not one of the ten constituents!

[aldasoa] 03/5/2007 11:03

In the 'TEN LARGEST INVESTMENTS' message they have a list of 11 companies and 10 percentage holdings adding to 49.9. A similar mistake has been made with JMC.

[frank spencer] 02/4/2007 14:36

Sitting on its 200dma.

Must bounce tomorrow or we could be in for a period of weakness.

[roodboy] 12/3/2007 11:28

i am looking to invest in some sort of AIM listed Indian Property Fund - after doing a bit of searching it seems these are the options and the amount of money they have to spend- I wondered if anyone had any insight into which are the better ones to go for?:
TRC £250m
ISH £200m
ERE £50m
ATPT £75m
UCP £360m
WPR £60m
HRCO £380m
IHC £50m

[roodboy] 09/3/2007 12:32

yes you are correct - i am actually looking to get back in here after selling out recently

THE NET ASSET VALUES IN PENCE WITH DEBT VALUED AT PAR AS AT MARKET CLOSE ON 8TH
MARCH 2007 WERE AS FOLLOWS:


JPMORGAN INDIAN INVESTMENT TRUST PLC: 298.82

[mangal] 08/3/2007 13:47

RB, that premium probably disappered due to today's market rise.

BSE Closed up 520 @13,100 & NSE Closed up 150 @3,777

[roodboy] 08/3/2007 12:02

THE NET ASSET VALUES IN PENCE WITH DEBT VALUED AT PAR AS AT MARKET CLOSE ON 7TH
MARCH 2007 WERE AS FOLLOWS:


JPMORGAN INDIAN INVESTMENT TRUST PLC: 287.64


is this now trading at a premium to NAV?

[greenpastures] 05/3/2007 19:57

I am not so sure we have seen the end of it Frank. It is still unclear whether the US is headed for recession. If the US housing market really tanks I think it will.

Without the US engine company earnings will be hit in a number of countries. Perhaps less so in India than say Japan or Taiwan but I doubt India will be completely immune, which means a lower valuation will be required to justify equity investment.

[frank spencer] 05/3/2007 18:05

If the Indian convertible bond market is any guide, the recent falls should be all but over.

There has been no panic selling, and convertible bond prices have jusr richened up and gained premium.

The Indian growth story is here to stay, and I strongly believe this recent fall is healthy for the market and the raging bull can start in ernest again.