Dear Investor,

One of the most difficult skills in investing is called Timing the Markets. My experiments with this have pushed me to the conclusion – most of the time, we should just avoid timing the markets. More important than this is Time in the Markets. Start right away and allow the markets to grow your wealth. We can earn average and even above average returns by just investing in good companies for longer periods.

Markets work in waves or cycles, that are quite unpredictable. And in fact the hype and enthusiasm to invest in the markets peaks around the time they are at new highs. A large number of new investors are then disappointed at their immediate returns and shy away from it.

Many well informed potentials also promise themselves, and their advisors, that they will start investing when the markets bottom out, when everything is cheap. This really never happens. At such times, fear is highest, and most people are worried about (notional) and real losses. Time flies, and that window of opportunity slips by.

Instead, it makes more sense to start now, yet keep some funds available (dry powder) for additional investments if the market falls. Or if a great new opportunity presents itself.

Most of the time, I find myself fully invested, and if a great opportunity presents itself, I sell the lower potential stock to buy the higher potential one. Thus improving my portfolio.

Outlook: Today India is the fastest growing large economy in the world. We are on the cusp of many years of good GDP growth and the economy is both producing and consuming more and better. Investments in infrastructure are bearing fruit. There are few shortages to be seen. At a Nifty PE of 21.6 times TTM, valuations are just above the long term median of 20.6 times. I am quite optimistic.

If you are an individual investor, we at JainMatrix Investments, as a SEBI registered Research Analyst firm can help with your wealth building. Sign up for our services, and to find out more reach out to us on

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Regards, Punit Jain

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. This is a marketing collateral. The securities quoted here, if any, are for illustration only and are not recommendatory. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at [email protected]. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.