Jpmorgan Indian Investment Share Discussion Threads

[tenapen] 09/4/2010 12:54

NEW DELHI: Mohamed Bin Ali Alabbar, chairman of Dubai-based real estate major Emaar, finds India as one of the most attractive markets and would continue to invest in the country through its joint venture company Emaar MGF.

Emaar, which is a listed company with 68% public holding and the rest with the Dubai government, has invested around $1 billion in India so far. Alabbar said that the continued growth even during the period when the global economy was facing one of the worst financial turmoils proves the strength of the Indian economy.

Cont....

[wizard7] 05/4/2010 15:19

roll on tomorrow then!

[tenapen] 16/3/2010 18:51

India to be fastest growing economy by 2018: Economist
IANS, Mar 16, 2010, 04.56pm IST


NEW DELHI: India is the second largest growing economy after China, but it will overtake its neighbouring country by 2018, the Economist Intelligence Unit (EIU), the research arm of London-based Economist magazine, said Tuesday.

"We forecast that India will overtake China as the fastest growing major economy by 2018. We expect India's growth on an average of eight percent in the next five years,"

[field3] 09/3/2010 09:20

Has anyone compared JII with JPM India Fund. Usually charges are less for investment funds than the unit trust/OEICS but just wondering if there was a case for both since they may not invest identically in the same companies.

[tenapen] 05/3/2010 18:30

A good find Field3.



A cheaper savings plan than Jupiter offer. A lot of Warrants to be exercised before 30 June 2010 at 107p which is a near 50% discount to todays price, nice if you can get it !. Also not too keen on the 'gearing' but good luck if you go for it.

[greenslug] 05/3/2010 18:21

As I understand it NII is smaller and younger so maybe a little more dynamic.

[field3] 05/3/2010 12:34

Yes, I agree India is the future. JII at 400 now.

I just came across NII (New India from Aberdeen). Would appreciate any views on this one.

[tenapen] 04/3/2010 18:59

I very informative radio show you can re-hear on the BBC iplayer.



This is the second out of three shows and sums up the best why IMHO India is the future.

Enjoy.

[trader horne] 27/2/2010 21:12

some of the JII holdings like Wipro looked expensive, but we seem to be motoring at last

[tenapen] 27/2/2010 12:52

Yesterday was also a good day for Jupiter :-)
I hope my money was taken before the strong rise :-)

[tenapen] 26/2/2010 17:04

The markets must like the Indian Budget ! JII up 4.3% today.

[jpsmithson] 12/2/2010 14:33

India's industrial production has risen at its fastest pace in more than a decade, providing further evidence of the country's strong economic recovery.

Factory output rose by 16.8% in December compared with a year earlier, much faster than analysts had expected.

Subdued growth last year as a result of the global economic downturn helped to boost this year's figure in comparison.

The strong growth will strengthen the case for the government to withdraw its stimulus measures, analysts said.

"We are going to see some rollback of fiscal stimulus in the 26 February federal budget," said Rahul Bajoria at Barclays Capital.

"The need to support the manufacturing sector through duty cuts is no longer there."

Rising prices

India's economy is recovering faster than expected - it grew at an annual pace of 7.9% in the three months to the end of September 2009, after growing 6.7% in the year to the end of March 2009.

Government stimulus measures helped to maintain growth during the global downturn - the country's central bank has pumped more than $125bn (£80bn) into the Indian economy since September 2008.

Instead of concerning themselves with securing strong growth, policymakers are now starting to turn their attention to inflation.

Last month, India's central bank increased cash reserve requirements for lenders in a bid to contain rising prices.

It also lifted its inflation forecast for the end of the financial year in March to 8.5%.

[tenapen] 10/2/2010 06:34

2010 off to bad start for JP Morgan Indian IT

Tue 09 Feb 2010

Cont....

[tenapen] 04/2/2010 19:20

Not too sure about Africa being hit harder on any correction. I would think it better for investors to bank a profit ie India / China who have risen 80%+ this year but you may well be correct !.

Go with your instincts Fields3 and good luck :-)

[field3] 04/2/2010 08:29

tenapen, don't know much about investing in Africa but the area has many natural resources and minerals which we all know will be in increasing demand going forwards. Therefore investing in Africa must be looked at seriously. The question is when since if markets correct then Africa market may be hit harder since it is relatively new.

[field3] 03/2/2010 08:41

You can get some information for HSBC GIF Indian equity Fund from

I still think JII is better but looking to diversify

[field3] 02/2/2010 14:45

Hi tenapen, do you have any views on the HSBC Indian fund? Looks good to me and would help to diversify

[tenapen] 29/1/2010 14:01

Field3, Im out of JII after trying that tactic and failing.

Bubbles are bad so it is comforting to see the Indian Reserve Bank pulling the Bull back a tad.

Jupiter was hit as badly as JII + others. a bit of a shock as i thought that with the wide spread, dealing charges and cash buffer it would be more insulated ! live and learn. On a brighter side my £200 DD today, would have got stock cheaper than a week ago.

Regards.