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Thursday, September 15, 2011

J.P. Morgan Asset Management –ValueNotes Investment Confidence Index (ICI).


  • Findings of the eighth wave of the J.P. Morgan Asset Management –ValueNotes Investment Confidence Index (ICI).
                Investing Confidence in India
  • Retail Investor Confidence Index, despite witnessing a 4.2-point decline from last quarter, ranks the highest (137.5).
  •  Advisor Confidence Index comes a distant second (124.9) 

  • while, Corporate Confidence Index touches its lowest (109).

  • Investor Confidence :

  • Confidence among older investors (age 60 to 65 years) rebounds 15 points after dropping to 124 points last quarter. Retail investors’ activity (61%) in mutual funds has improved significantly (11 percentage points) since last quarter.

  • Mutual Fund Activity :

  • Retail investors’ activity (61%) in mutual funds has improved significantly (11 percentage points) since last quarter.
  • Banking and financial services emerges as the most attractive sector for investment among retail investors (36%) and advisors (56%).
  • Retail investors (81%) and advisors (76%) believe that the benchmark BSE Sensex will trade between 20,000 and 22,000 in December 2011.
                  GDP and Inflation : 

  • Indian GDP growth still holds traction, as it has been voted the biggest postive among all three categories,
  •  retail (23%), corporates (20%) and advisors (31
  • India Inc. most worried about inflation. 58% corporates believe inflation to be a leading negative economic indicator
                India Geographical Confidence Index :
  • Retail confidence across all cities hovers below 150, but Delhi/ NCR emerges as an outlier displaying highest confidence (158).
                 DEBT Fund Investing
  • Investment activity across all instruments falls among corporate treasuries, with activity in debt mutual funds (74%) falling 18 percentage points since last quarter. Money market mutual funds (84%) remain the most popular debt instrument.
                Indian Investing Abroad :
  • Asian markets continue to be the most favoured investment destination for retail investors during March 2011 (28%) and July 2011 (32%).

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