Happy New Year Everyone.
Stocks that I have exited.
Stocks that I have exited.
| Scrip Name | Units | Buy Price | Sell Price | Gain | Percentage |
| Aurobindo Pharma | 3877 | 152.3 | 390 | 921,562.90 | 156.07% |
| Infinite Computer | 2450 | 107.4 | 130 | 55,370.00 | 21.04% |
New Investments made.
| Scrip Name | Units | Buy Price | Amount |
| JP Morgan Greater China Fund | 40,555 | 18 | 711,010 |
| Larsen & Turbo | 750 | 1,067 | 800,250 |
| Karnataka Bank | 2,895 | 110 | 318,450 |
JP Morgan Greater China Fund:
With US Tapering I feel China is heading at an out-performance and countries with CAD will face difficulties. Therefore i have invested abroad in a surplus current account country with a high dependency on export. China is also changing from being only an export oriented country to a consumption country too, which will have a positive impact on the portfolio.
Larsen & Turbo
I have a very positive call on L&T and looking for a 30% growth from this company. L&T over the years has performed exceedingly well and with many orders in the bank i feel it heading towards 1300-1400 range.
Karnataka Bank:
Its an under-priced share with a high proposition of being a target to an acquisition. Hence the buy.
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