https://www.youtube.com/watch?v=qToUz4BXPTU
- Feels India is not a crowded trade yet
- Thinks Russia will not default
- US bounce will have a good impact on India IT
- Sensex / NIFTY will be 3X by 2020 if the earnings grow
- Pharma margins can grow. IT margins stretched but can grow
- Valuations not cheap as Aug 2013 but stil oppurtunities exist
- The scope for EPS increase is in Old Economy stocks (Engineering / Construction / Machinery / Non IT and Non Pharma)
- Most happy is that the govt is not making any bombastic statements
- Unhappy that people do not want to contribute but want Mr.Modi to do everything
- IT can grow at 15-20%. Bigger companies are getting more efficently
- Bullish on defence manufacturing. India can export in this sector in a decade
- Lupin is a well managed business and will do well
- MCX is a proxy to India's financial sector.Unique company. leadership in the commodity market cannot be taken away. Free CF. Capex not needed
- Very bullish on housing finances. Best place in the financial sector.
- Very bullish on e-commerce companies but no evolved business model. Valuations are too high. Bullish on the business but will not invest
- Confident on rebounding in rallis and escorts
- Big call. Be confident. Don't try to be condident.Invest in SIPs.
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