Congrats TED on this performance. A special thanks to Basantji, smart catji, deveshji, vivekji for changing the way we invest & making us more knowledgeable.
I am sure TED will do better in 2008. Basantji is way ahead on identifying financial sector as a star performers for next 2-3 years. 2009 banking sector reforms will be a major event. So, we will reap the benefits on Yes Bank, CBoP, etc.
CNBC Broker's poll has come out today. 100% of the brokers are bullish on banking sector whereas only 33% are bullish on power sector. Remember power sector was the star performer in 2007. If someone maintains an overweight portfolio on power sector, their portfolio may underperform in 2008!!!!
One of the underperformers of 2007 Dish TV will perform well in 2008 and the indications are already out in Dec'07 with stock rallying over 45%.
Also tune in for changes in TED from Basantji.