Jpmorgan Indian Investment Share Discussion Threads

[mike24] 20/9/2010 08:19

gpx 3% rise fri,wonder who knew this was getting
a plug in wkend press, up to level of previous offer
by india oil, 21/9 319p looks the high for now,
stan heading for 20q kaz might retrace after good run

jii heading for a fiver, 25% rise in 3months what fund manager could
that for your pension!

[nerja] 17/9/2010 11:09

The sub share can be bought for 208p, exercise price is 247 jan 2012, the share price is 268p, great value at the moment.

[mike24] 02/9/2010 08:16

world growth 4.6% ?
india's growth now twice that,
see a big switch investments/manufacturing
from china to india over next 2yrs
as for gold, they still prefer property as first choice to re-invest,
with exception of those who invested in dubai,
read comments kabul bank, money put into dodgy investments guess where!
edit
see mcdonalds mcd explosive growth india, chart looks set
to go through 100 (74) within 12months
this must be one of the best S to see through
any sharp V correction,
compare last ten wks pru V stan (heading for 20q)
14/9 I don't trust this sudden gold spike, even though
rrs chart looks good, gpx another breakout I have a lot of respect
for a boss who can cycle to work, dyor

[mike24] 02/9/2010 08:16

china's aug exports exspected to dip 2%
big problems with infrastructure keeping pace, the road
network around capitol grinding to a halt, rising Y should give
the mining stocks a leg up,
willie walsh should start a A380 india/dubai/brum bmx/us service

[tenapen] 01/9/2010 20:45

Bets on gold may pay off even if economic recoveries strengthen. World growth will be 4.6 percent this year, the most since 2007, the International Monetary Fund said July 7. China, the second-biggest bullion buyer after India, will expand 10 percent in 2010, compared with 9.1 percent last year, according to the median of 24 economists' forecasts compiled by Bloomberg.

Gold imports by India this year may total 600 tons to 625 tons, compared with an estimated 480 tons to 485 tons last year, according to Anjani Sinha, chief executive officer of National Spot Exchange Ltd., the country's biggest bourse for trading physical gold.

[tenapen] 29/8/2010 18:40

Jupiter Asset Management has swung into profit in the first half, boosted by rising management fees

Jupiter said there was high demand for its Chinese and Indian funds in particular in the six months to 30 June 2010

Bonham Carter put out a cautious warning on prospects for investment.

"Markets will remain range-bound over the medium term but will endure significant bouts of volatility in between. These conditions, which have predominated over the past decade, present investors with both challenges and opportunities," he said.

Cont...

[tenapen] 23/8/2010 19:37

LONDON: Billionaire financier George Soros is in late stage talks to buy a 4 percent stake in the Bombay Stock Exchange (BSE) as foreign interest in India's financial markets grows, the Financial Times reported on Wednesday.


Cont....

[tenapen] 19/8/2010 09:17

19 Aug, 2010, 11.48AM IST,ET Now
Invest in India if you want to make serious money: Nilesh Shah

Cont....

[mike24] 30/6/2010 09:22

quester says buy when 427, at 397 looking an even better buy

no one's mentioned the massive rise of india's land prices, this is the same
% rises as prop prices rose around salellite towns near HK 7/8yrs ago flats were under 10k and that wealth creation ( seven fold increase) sold & re-invested, the positive side of inflation,
maruti suzuki sales figs today up 23% 1st qtr
3/7cameron to lead footie ch,exec's to boost trade,
guess where indian ch exec's invest their money
the london prop market, what they say about uk
create confidence, get the good feel factor back with small doses
of inflation, with cheap money pumped into businesses
edit
I hope Tata don't relocate land rover/jaguar, even though 1000 extra uk jobs to be added
the only problem seems to be india's wage inflation, the call centre's starting the demand for higher pay
14/10 MCD looking good, maybe rally till yr end
edit 5quid looked a good point to cash in, and move on?
I think we will see china overheating, with hk feeling the draught
morning post 28/feb/02 we are seeing start of a new bull run in prop
the great crash of 97 was simply the cycle stretched to far,

history is seems to be repeating itself, low of 97 to 2012 14yrs is a long time,compared to previous low to high, as always dyor

[tenapen] 26/6/2010 08:46

Hi n111ndy,
The position in the table can be found on the 'Trustnet' web site along with other information.


I will look back at Timesonline to find the link to the artical about Jupiter launching on the market and its possible negative impact.


ps now up to 13th position


JP Morgan India page,

[n111ndy] 26/6/2010 00:19

tenapen hi, could you quote the link you picked this info from please. Thanks

[tenapen] 24/6/2010 17:34

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.

[shavian] 26/5/2010 07:13

JII outperformed NII for several years before the crisis; since March 09 it has been the otherway round. Both have corrected sharply this month. Which one go for? Any comments?

[tenapen] 11/5/2010 06:39

Standard Chartered Plans To Open India Issue May 25 - Bankers

MUMBAI (Dow Jones)
Standard Chartered PLC (STAN.LN) is planning to open its sale of Indian Depository Receipts to raise $550 million-$600 million May 25 and close the issue three days later, two people with direct knowledge of the matter said Tuesday.

[tenapen] 25/4/2010 17:30

India to play major role in Asia's growth: IMF
PTI, Apr 25, 2010, 03.54pm

WASHINGTON: India is now integrating more with the rest of Asia and will play a major role in the Asia's growth, top officials of the International Monetary Fund has said.

"You have a very rapidly growing large economy in the South Asia region, and that is India, and India is now also integrating much more with the rest of Asia," Kalpana Kochhar, IMF Deputy Director of the Asia Pacific Department told reporters late yesterday.
Cont...

[tenapen] 16/4/2010 12:15

Vedika Bhandarkar, the managing director and head of investment banking at J.P. Morgan India Pvt. Ltd., has put in her papers and is heading to rival Credit Suisse as vice chairman and head of investment banking in India, the Swiss bank said Friday.
Cont...

[blue_max] 15/4/2010 23:29

Questor share tip: buy JP Morgan Indian Investment Trust for a long-term play

[blue_max] 15/4/2010 23:10

thanks 'robow'.
I was in India for four months, escaping from the European winter.
Having talked to many people in the know, foreign investment is pouring in.
Indian economy is growing fast. Ignoring agricultural section and taking industrial sector only into account, growth rate is over 15%.

However, what I do not undersatnd is the lack of profits made by JP Morgan Indian Investment Trust (JII). It has been in the red for many years, unlike NII.

Now that the NNI Warrants are coming to an end, I was considering JII Subscription shares. But unsure beacuse of the profits. Did the fund manergers mess it up? or is it something else?

[robow] 15/4/2010 09:38

Telegraph this morning


JP Morgan Indian IT
427.5 +3.5p
Questor says BUY

INDIAN stock markets could see a strong inflow from foreign investors in the financial year just started, according to the chief executive of JP Morgan's Indian unit.
Kalpana Morparia said that there would be slew of new issuance in capital markets from listed companies, many initial public offerings and an increase in privatisation of state industries. She gave a bullish, but realistic, assessment of prospects for Indian markets.

All of this should be good for the managers of JP Morgan Indian Investment Trust (JII).

A number of readers contracted Questor at the start of the year asking whether they should take profits as concerns about continuing growth in emerging markets gripped the market and the shares started to fall.

However, it was argued the long-term Indian growth story remained intact and investors were advised on February 11 to use the dip to buy. The shares have since risen by 21pc and are now at their highest level since February 2008 – before the world economy imploded.

Of course, the Indian growth story has its fair share of risks. The country is still essentially an agrarian economy and problems with the Monsoon could hit the country hard. Inflation could also become an issue.

On Tuesday, the Asian Development Bank predicted 8.2pc growth for the country in 2010, up from 7.2pc in 2009, but highlighted inflationary pressure as a risk.

The fund invests in major Indian companies, with a string weighting towards financial (30.8pc), information technology (15.2pc), Energy (13.8pc) and industrials (12.7pc). Its largest holdings are in Infosys Technologies, Reliance Industries and HDFC Bank.

The investment trust was first recommended on January 14 last year at 224p and the shares are now 90pc ahead, compared with a market up 39pc. The fund is a good long-term play on the emergence of India as a global economic power and the stance remains buy.

A share club of which Garry White is a member owns 955 shares in JP Morgan Indian Investment Trust.

[blue_max] 14/4/2010 22:27

"The fall and rise of emerging markets" - Times
Not specific to JII but an informative article none the less with practical advice on investing