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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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   Posted: 19/Sep/2007 at 3:21pm |
Not bearish on Trent but I am bvearish on their entreprenurial zeal rather then their business model. Maybe someday they will wake up!
Indraprastha Gas is good and companies in Hong Kong have made it big but it is a bit slow to take off in India.
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tejas
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Joined: 26/Feb/2007
Location: Canada
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Posts: 234
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Posted: 19/Sep/2007 at 9:38am |
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Trent me khate peete ghar ke log hai. ( More content, less motivation )
TED ke liye chahiye bhooke pyase ghar ke log. ( people will fire in belly )
Kuch kar ke dikhana hai. like Biyani,Raghav etc.
Any bets on when Raghavs 18 ( thousand) BSE index figure will come ?
Edited by tejas - 19/Sep/2007 at 9:39am
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Earnings, Earnings, Earnings.
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basant
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Posted: 19/Sep/2007 at 10:19am |
Should 18k matter? Finally this bull market will see a figure of between 35k-40k!
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'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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Mohan
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Joined: 09/Feb/2007
Location: United States
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Posts: 1855
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Posted: 20/Sep/2007 at 8:58am |
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What kind of time frame are we talking here for the final target ?
Edited by Mohan - 20/Sep/2007 at 9:14am
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Be fearful when others are greedy and be greedy when others are fearful.
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Kalyan
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Joined: 16/Aug/2006
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Posted: 21/Sep/2007 at 3:55pm |
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kalyan
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kulman
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Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 08/Dec/2007 at 11:16am |
Excerpts from an article in ET
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These are some of the sectors that are looking good for a long-term investment perspective. Investors can build their portfolios by picking good stocks from some of these sectors.
Infrastructure and real estate
There is a huge demand of infrastructure development in the hotel and hospitality industry, airports, housing, development of malls, special economic zones (SEZ) and rail/road infrastructure. Many new schemes are coming under the public-private partnership (PPP) scheme.
Power and energy
Sectors like power generation, power distribution, and oil and gas companies are quite attractive from a long term perspective.
Banking
Private and foreign banks increased competition in the banking sector by introducing new services. The profitability of private sector banks is quite high due to the usage of technology and innovative ways to serve the customers better. Also, it is expected that a lot of value will get unlocked by integration of smaller PSU banks and there is a good opportunity to make good returns in the long term.
Retail
This sector is one of the hottest sectors in India. Many big players have already jumped into the fray and many others are showing active interest in this sector.
FMCG
Traditionally, FMCG is considered a defensive sector. The momentum in the retail sector is expected to increase their penetration levels.
Telecom
Telecom penetration in India is less than 25 percent which is quite less in comparison to near 100 percent in developed economies. There is a huge potential for growth of telecom companies in India.
...it is advisable that investors in equities should keep a regular track of their investments and shuffle (book profit/loss once target is achieved, revise target etc) their portfolio from time to time.
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Life can only be understood backwards—but it must be lived forwards
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vijayM
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Joined: 21/Dec/2007
Location: India
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Posts: 649
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Posted: 27/Jan/2008 at 4:19pm |
Originally posted by basant
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) |
Dear Basantji,
your investment philosophy, TEDXI team and most of TED forum discussion focus on one theme : CONSUMER DEMAND & SERVICE.
The other theme of this bull market : INFRASTRUCTURE BUILDING OF THE NATION does not get any weightage.
1] Do you mean to say that CONSUMER DEMAND & SERVICE theme will outperform INFRASTRUCTURE theme?
2] If one wishes to include both the above themes in portfolio, what is your suggestion of weightages to each theme? Is it 50:50 or quite different?
I will be extremely happy if I get an elaborated answer from you Sir.
Thanks
Vijay.
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basant
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Posted: 27/Jan/2008 at 4:35pm |
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I can fully understand your point. But I do not understand infrastructure companies as well as the consumer companies, also there is very little known about the gurus having made money in such companies plus to a very large extent I was unable to find global comparables in this. Hence the biasmess towards demographic plays.
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'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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