Date updated:01-10-2008
india long term stock portfolio. Changes as of Jan 1,2008. I dumped most of my Indian stocks(mainly "IT"). I saw big money moving into the two banks(hdb and ibn). I moved my I-tech money into the banks. Also, I increased my position in the mutual fund(MINDX) because it was doing better than my picks. Sterlite, the materials company, is a keeper.

-
IBN
Icici Bk Ltd Ads - $37.84
- -2.67%
- $38.82
No Analysis added

-
MINDX
Matthews India Fu - $16.22
- -0.18%
- $N/A
No Analysis added

-
HDB
Hdfc Bank Ltd - $134.38
- 0.00%
- $N/A
No Analysis added

-
SLT
Sterlite Ind Ltd - $18.22
- 0.00%
- $N/A
largest mining company in india. i bought one day after the ipo. got in at $14.85 7-23-07 added to my position when this stock hit $15.32. it's at $18.00 now. this looks like a really good way to play materials and copper.
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