Jpmorgan Indian Investment Share Discussion Threads

[binladin] 14/2/2011 09:49

India will sooon be the second largest economy in the world after china...........

[binladin] 11/2/2011 20:22

Most hedge funds and institutions are flooding back into the Indian Market.......

[tenapen] 10/2/2011 20:18

Directors from both JII & NII buying their funds this past week to show support or do they think we are near the bottom of the sell off ?.

It will take more than a bit of buying to stop Jupiter's slide ! they are now 91st from a 100. Do not worry for poor Mr Avinash Vazirani (Fund Manager) he will still get his wages and a large ! bonus.

[tenapen] 02/2/2011 19:15

Jupiter have now fallen into the 'Quartile Red zone'.

Down to 79th out of 100 on the Trustnet web site

:-(

[tenapen] 15/1/2011 11:54

Jupiter now 63rd
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MUMBAI: The Rs 4,279-crore that the foreign institutional investors (FIIs) have taken out from the stock market in the last 10 sessions, is sending jitters among the local investors, who now fear the pace of outflow could increase.

Institutional dealers said the nearly $1-billion net outflow by FIIs has come in despite any big selling by exchange traded funds (ETFs), who were the biggest foreign investors in the last few months of 2010. The main reason for ETF investment in India was the relative outperformance of the Indian market when it was compared with other emerging markets.

"Now that the Indian market is an under-performer when compared to its peers, I think it won't be long before ETFs start selling,'' said head of a local brokerage. "There is no reason for the money to remain here,'' the brokerage head added.

[tenapen] 11/1/2011 19:28

tenapen - 10 Dec'10 - 19:16 - 1692 of 1694 edit

tenapen - 24 Jun'10 - 17:34 - 1660 of 1691 edit

I read in the Times, with Jupiter going to list on the stock market this could have a detrimental effect on the investment trust that they opperate !. This looks to be true as Jupiter India was a steady 3rd out of 100 now they are down to 17th out of 100 India focused trusts. Not good.

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17th out of 102 does not look so bad now that we are 37th out of 102 ! VERY BAD.

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37th was OK now they are Down to 40th.

I should have sold on reading the article, a lesson learned for me but i will sell on the next Up.

[tenapen] 13/12/2010 17:50

I can not remember the name of the company to have the epic NII, but here is the link so please add it into the 'key word search' box.

Jupiter up to 31 ot of 102.

I have been Reading a lot about the unfair and expensive charges of funds like Jupiter. So i intend to sell on the next rally and but JII with the proceeds.

[david77] 13/12/2010 09:06

and where is NII on that list? - tipped in the latest MoneyWeek again

[tenapen] 10/12/2010 19:16

tenapen - 24 Jun'10 - 17:34 - 1660 of 1691 edit

I read in the Times, with Jupiter going to list on the stock market this could have a detrimental effect on the investment trust that they opperate !. This looks to be true as Jupiter India was a steady 3rd out of 100 now they are down to 17th out of 100 India focused trusts. Not good.

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17th out of 102 does not look so bad now that we are 37th out of 102 ! VERY BAD.

[tenapen] 14/11/2010 18:14

14 November 2010 Last updated at 14:17
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India aims for double-digit economic growth

Cont...

"We are all witness to an emerging new world order," Mr Mukherjee said, which would lead to a "more equitable arrangement for global prosperity."

Cont...

[davidbh] 05/11/2010 21:53

Blue Max,
I agree with yr stats and would add that India spends an inordinate ammount (= despicable amount) on nuclear arms.
BUT, JII/we are not investing in INDIA at large but in a relatively small number of co's who can develop their businesses by latching-on to the growing points in the country - middle class disposable income, infrastructute developments..etc.
My hope - having been to India several times - is that the success of the larger co's will help the prosperity to trickle down. Looking back 30 years it is working but not quickly enough.

[tenapen] 05/11/2010 18:38

I would say your correct Blue_Max ! but the point is India 'will be' an economic super power. Right now it is an emergine country with years of growth ahead of it ! and that is why people who are happy with the 'risk reward' investment are invested in India & China etc. When the cream is taken from these fast growing countrys they will move into Africa, for example !. That is how i see it.

Regards.

PS, JII above 500p again :-). Can they hold it this time ?

[blue_max] 05/11/2010 17:24

These boasts of growth rate percentages are media hype and pretences of the Indian middle classes. It hides the truth.

Thinking in terms of growth rate percentages are misleading.
consider, percentage of what?
is the base the same?

Economy of China is 2.5 times bigger than that of India.
So for China to show 1% increase in growth, its GDP has to increase 2.5 times more than India does to show 1% in its growth rate.

If you want to know the truth, look at GDP - per capita (PPP)
figure for India is $3,100 (2009 est.)
India ranks 165 in the world.

India remain an impoverished country. It is incapable of looking after basic needs of vast majority of its citizens. The harsh reality is there to be seen in the streets of India. Its claims of becoming an economic super power is laughable.

[huttonr] 21/10/2010 17:24

to David77 - I've just noticed your comment 20th Sept re NII - I've also got NII and JII and from the graphs NII has done better over the last few years so I was a little puzzled by your comment?

[binladin] 13/10/2010 09:51

the break out above 490 is significant............

[binladin] 13/10/2010 09:47

10 pounds is my target for these................

[tenapen] 03/10/2010 14:05

Also from Hargreaves is this 'Funds up-date' page's.

Could be worth visiting !.

[tenapen] 03/10/2010 13:41

As mentioned in yesterdays Independent paper.



QUOTE;
"Insynergy's aim is to provide UK investors with access to experienced and talented managers whose skills have previously only been available to investors based outside the UK. This fund will be managed by Ashish Mehta who has over 15 years' experience in Indian equities. The new fund will follow a similar investment approach to an existing Indian Growth fund managed by Reliance that Insynergy say has performed extremely well for Indian investors".
Cont...


It as come to the party too late IMO but it still may do well if India can forge ahead.

Regards.

[tenapen] 23/9/2010 09:34

Profit taking would be my guess !.

[david77] 20/9/2010 19:54

I've got some NII - Aberdeen Asset Management's New India Investment Trust - tipped in MoneyWeek some months ago, doing well, but not nearly as good as JII

[tenapen] 20/9/2010 18:51

Very quiet here considering the stella rise !.

I still hold Jupiter India and this as also gained but nothing to the degree of JII, 8-)

Well Done.