In 2007-08 and for next two years, the Metals stocks will melt, the Real estate stocks reel under RBI interests. The Banks will be forced to bargain on their defaulter’s demands for recovery and the Software hardened enough to bounce due to weak dollar but BPO & KPO may find more seats. The Auto sector may be forced to roll on rough roads in India but foreign highways welcome them. The Consumer goods reap the profits but marketing consume what they earned. The Sugars lost their sweetness but the ray of hope in carbon credits and ethanol has some dose. Those who fly in dreams today may be after long years of waiting shall enjoy the Aviation.
In the darkness, the Power generation and Transmissions will have bright light.
The Energy stocks got sustained energy by exploring their underneath core values. The legal adulteration of petrol may pore profits to Refineries with out-lets. The Cements consolidate over a period of time with the enlarging the infra structure facilities. The Phrama may cure its’ ill health with new drug discoveries and with bio-technology. The future bright picture is in TVs’ & theatres established in malls with entertainment and clarity in print Media while the Tele- Mobiles will ring money tunes for longer period. Try to insure the future of the Children in association with Insurance Sector and Nuclear energy.
Above all, the big is beautiful as icons of history but the small and medium companies with their rapid growth rate make themselves as Multi-bagger stocks. The effort is to find the right business model to invest and reap rewards heavily. The whole effort is to focus not for a day or for months to live with meager profits but to spot the goldmines by exploring the intrinsic strength of the Stock.
2 comments:
Good analysis on the future growth. but you missed another high growth sector, Shipping. Good article.
Thank you very much.
I have seen your blog and it is worth reading.
Post a Comment