For some it would measure the robust nature of the Capital Markets, for most concurrently it would also show case the unidirectional progressive trends in the Indian Economy and the Fiscal Reforms Mechanisms, budgetary or other wise. When I just reviewed my first post MBA portfolio in India's sunrise sectors, I found a loss of many midcaps to corporate governance issues and the growth of some sectors as well as some timely exits after 5 years. The last first, the portfolio was anchored on two bellwethers, first BSES Ltd an epitome of efficiency, now part of Rinfra and exited at a 1000% gain in 1998/9 providing me much impetus during my early youth A INR 50K or $1700, the investment was worth INR500k at exit or $10k.

The other, part of the dot bust, was worth INR 32K when i bought it in 1995, and worth INR350K to me when I exited in May 2000, was NIIT Ltd, the Education sector now seeming to take off on its promised charter in 2010. I also had INR 25K-50K in upcoming promoters like S&S Power ( Circuitbreakers) , NEPC Micon ( Wind energy , ignonimous exit) Reliance Capital ( worth 10k in 1995, Now INR 77K so $320 now worth $1639 and ATV Projects in which I could only invest the residual INR 4k now worth INR 700/- worth a few OTM lots in the Options exchanges

The surprise of the pack, though my Capitaline software could never tell me if its turnkey projects were Oil customers at the time was my investment worth $1k in Aegis Logistics. Today, Cum Bonus and still invested I am looking at $1K growing into a $17,872K as of Friday's closing. Thus the $12k portfolio of that time after counting a 150% rupee depreciation to INR47,has still yielded more than $240K without including any reinvestments as the money was well spent. Also we are moving into new residence today, which my wife is taking care of. Only I wonder,w with all this reform, why they could not find me a formal leadershi p position in time and how I can grow this on my own, all alone.

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