| Author |
Message |
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
   Posted: 23/Nov/2006 at 2:24pm |
|
Sir, Which sector can give best return from 10 years point of view. Name 3 to 5 sectors in most favoured to least favoured order.
|
|
When going gets tough, that’s when tough (people) gets going.
|
 IP Logged |
|
|
|
 |
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 23/Nov/2006 at 3:08pm |
If I were to list them from current levels this is how I would go:
1) Electronic Media and Internet
2) Retailing
3) Insurance (nothing specific to play here)
4) Mobile Telephony (Growth should taper in 5 years)
5) Financial Services (Private Banking, Brokerages, Asset Management)
6) Entertainment - Radio and Multiplexes (growth shopuld taper off in 5 years here also)
|
|
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 23/Nov/2006 at 3:33pm |
I would like to add to the above post that these are sure shot sectors irrespective of what happens. They are items of BIG changes and have happened all over the world. Once this is clear it becomes very easy to pick out the LEADERS from these sectors and hold onto them.
The problem with choosing small sectors is that they may or may not happen but each of these except entertainment has the power to become 10% or more of our GDP so even if we go wrong on our estoimates the gains would be enough to hit a HOME RUN!
|
|
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
|
|
IP Logged |
|
|
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 23/Nov/2006 at 4:15pm |
In your last paragraph you mentioned about entertainment sector what do you mean by that, Radio and Multiplexes or with these 2 along with Electronic Media as well and which sector can grow perpetually if your answer is Finalcial Services then what % of GDP it can consitute over a period of time, I know these are all assumptions, but we can take clue from US and other emerging market..
One more point is why you always segregate between Banking Services( Banking operation, AMC, Brokerages) and pure Insurance?
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
|
Posted: 23/Nov/2006 at 4:23pm |
BasantJi... can i assume that all the major players form the above sectors are already covered in The Equity Desk-XI
|
|
You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 23/Nov/2006 at 5:00pm |
|
Yes they are!
|
|
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 23/Nov/2006 at 5:08pm |
Originally posted by reetesh
In your last paragraph you mentioned about entertainment sector what do you mean by that, Radio and Multiplexes or with these 2 along with Electronic Media as well and which sector can grow perpetually if your answer is Finalcial Services then what % of GDP it can consitute over a period of time, I know these are all assumptions, but we can take clue from US and other emerging market..
One more point is why you always segregate between Banking Services( Banking operation, AMC, Brokerages) and pure Insurance? |
entertainment sector = Radio, Multiplex
Perpetual growth for 10 years could come from Retailing, Retail Banking, Insurance and ELectronic Media. We are yetb to see media convergence where your mobile phone would have a one minute news capsule on video costing Rs 1 etc etc.
Brokerages and AMC are dependent on the stock markets of we see a 40 PE on the index and then tank these sectors would slow down but not retail banking and insurance.
|
|
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
|
|
IP Logged |
|
|
|
reetesh
Senior Member
Joined: 01/Sep/2006
Location: India
Online Status: Offline
Posts: 793
|
Posted: 23/Nov/2006 at 5:31pm |
|
right, okay now playing Insurance and Banking services? why there is no direct play on Insurance? when you say direct that means companies that are only into insurance, but you have ICICI bank, HDFC, or Kotak, ING. why they are not good enough a insurance play than a only Insurance companies?
|
|
When going gets tough, that’s when tough (people) gets going.
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
