Joined: 01/Jan/2006
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Posted: 03/Dec/2006 at 9:16pm
The mortgage to GDP ratio should grow 10 times in 20 years plus the GDP should grow 4-5 times plus operational efficiencies/leverage etc should make it that big
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
Posted: 10/Dec/2006 at 6:07pm
I do not think that long term investors (anyone who is interested in HDFC has to be one) would be affected by those interest rate swings. At each decline this is a buy for a person with a 10 year view. This is a must hold for a diversified portfolio - so the more it falls better for the porspective investors.
'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
Joined: 25/Oct/2006
Location: India
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Posts: 45
Posted: 10/Dec/2006 at 10:15am
Basantjee, How much do you think coould it go down due to the recent news? I agree that in the long run it would be a multi-bagger, but I wouldn't like to buy at a price and see it lose say 15% in a short time.
Joined: 01/Jan/2006
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Posted: 10/Dec/2006 at 11:30am
That is a toughone to answer really but over the past 10 years interest rates have seen more then 2 cycles and this stock has been up some 10 times so maybe over the next 10 years we could see similar returns now it could fall with the market so do a staggered buying because the downside of any stock could be more then we think.
'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
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