Embed Size (px)
Citation preview
What next Continuing conspicuous consumption Unstable politics of coalitions No major changes in interest rates or monetary
policy Weaker rupee - expect 5-10% downslide against US$ More FDI encouragement and investment will be
sought Taxation
No major concessions Service tax and excise duty gap may get smaller
Higher fiscal deficit IPO and disinvestment markets will be weak
What can investors look for Global climate change is getting more serious Food production is getting more difficult Indian oil and gas consumption increases in
volume Defence imports continue IT Markets show static trend Japanese investors have big India plans Possible bankruptcy of one major Indian
company
Specific investigation needed of positive consumption trends Consumption of alcohol
Post settlement with UB, will Kishore Chabbria go for a IPO
Consumption of Poultry products Venky’s Godrej
Consumption of cement Hotter climate means more HVAC investment
Hitachi Whirlpool
TV viewing set-top box related forced investment Dish TV,
Hathaway Cable
Specific investigation needed of negative consumption trends India is becoming
Diabetes hub of the world Mentally stressed Heart Surgery is very common Low vitamin D levels High cancer levels
Sun Pharma, Cipla Medical electronics and body part manufacturing
Opto Circuits Medical insurance growing market National Hospital Chain
Apollo vs. Fortis
Water Shortage, Waste disposal, Pollution Water shortage is on Waste is surrounding us Pollution is in the air Check out prospects for Hitachi desalination
plant in Gujarat and who are the key sub-contractors
Metro and Hi-speed rail corridors Delhi Metro funded by Japan Japan wants to fund Delhi-Mumbai dedicated
freight rail corridor Japan is also keen on Bangalore-Chennai rail
corridor Hitachi and another Japanese major company
held Board meetings 1st time outside Japan in Delhi
Who are the possible subcontractors, exporters involved
Oil and Gas LNG Petronet gas terminal starts operations in
Kochi Which fertiliser, power company etc will
switch to gas and save costs Cairn India to increase oil production and
exploration in Rajasthan
Investors to think Debt Free Should we earn more , spend and eat more Or loose weight, eat more healthy food Reduce personal power consumption Country, Company and Citizen should
have zero debt levels as soon as possible Invest in zero debt companies as far as
possible
Investment advice We want risk free high returns Risk is mitigated by data collection analysis 100% data analysis gets completed after
investment opportunity is over We invest in risky investments with 0% data
analysis Buddha suggested that we follow the middle
path, so investors should invest in less risky opportunities with some data analysis of their own
What to still look for Companies which will move from middle of
the urban metropolis Past - DCM, Arvind, Phoenix, GKW, TTK, UB Next - Hume Pipes Bangalore Unit, Escorts
GOI backed large data automation projects like Rail, Income Tax, MCA 21, Aadhaar, Passport Which is the next such life impacting GOI IT
project? Demat of NSC’s, Bank FD’s Elections are on in 2014
better business for BEL EVM’s and Mysore Inks
Insurance Company Stake If IPO’s get allowed, this would be a big event
IDBI, Federal Bank Perhaps also Max Group, GMR Group
Retail Is Big Bazaar likely to be taken over Reliance vs. Aditya Birla Walmart , Tesco, Auchan , Metro Buying power and economy of scale will
decide who wins
Key 2013 Investment Strategy Invest in Indian companies making products
satisfying consumer demand addressing the pitfalls of consumer consumption
