AIM Investments

Our Investment Philosophy & Long Term Portfolio. It takes time to become a successful Investor.. But we live in a world where everyone is time pressed. We are providing here a systematic approach for busy professionals to start their journey towards successful. Not an Investment Advice.

Higher-ROA banks generally trade at higher P/B. The correlation is about 0.61. Which Bank do you think is undervalued?

Top 5 fastest-growing export categories

🇮🇳 India's Export Engine Is Accelerating. Are Investors Paying Attention? October trade data deserves attention. • Merchandise exports surged 45% YoY • Imports grew just 16.5%. • Merchandise trade deficit narrowed 6.3%. The interesting part is the sectoral momentum: 📈 Electronics: +62.7% 📈 Engineering goods: +36% 📈 Chemicals: +36% 📈 Gems & Jewellery: +40% This is more than just a strong monthly trade print. It reinforces a structural investment opportunity: India's increasing participation in global manufacturing and supply chains. Where could the next set of export compounders emerge? → Auto components & EV systems → Engineering & capital goods → Specialty chemicals → Pharmaceuticals & healthcare → Textiles & apparel → Electronics & EMS The real investment opportunity is not simply in companies reporting higher exports. It is in businesses consistently gaining global market share, moving up the value chain, building customer relationships and translating export growth into higher margins, cash flows and ROCE. At Divitiae, our Export Compounders theme focuses on identifying such businesses before their long-term earnings potential is fully reflected in valuations. *Recently rebalanced to include major Forging and Textile opportunities. divitiaeinvestments.smallcas… India's export story could be one of the most interesting investment themes of the coming decade. #IndiaExports #ExportCompounders #MakeInIndia #Investing

Pricol Promoters are exiting the Autotech Business, not a good sign.