Investors have many choices on various themes but they need study the same & need to develop own convictions. few such hints are as under 1- Govt has talked of 24 crs power supply . this cover many of companies like power generation, power equipments, transmission & distributions , like transformers & transmission towers . 2- Theme is govt plan to double coal production over next five years, thus explosive companies, mining equipments, coal handling plants to benefit , thus good set of companies to benefit if one has strong conviction 3- High Road development targets , this sector has already shown sign of improvement , companies to benefit, cement , road equipments, construction equipments, air pneumatic tools, compressors, infra companies to develop roads 4- Water management / river interlinking this also has wide range of companies to benefit right from dredging , / pumps mfrs, water softening plants, water & drainage system management etc 5- Andhra govt to spend one lacs crs to develop capital near vijay wada thus huge demand of companies in nearest area to benefit, one such important sector is cement / hsg/ construction companies to benefit 5- Maharastra govt also want to spend similar amount for infra development thus investors having faith on govt for infra development one can plan decent portfolio based on the each such theme . engineering capital goods & all ancillaries likely to get boost from abovd developments , steel prices are already on down trend while crude based raw material too has fallen. fuel cost is now lower . investors may choose own set of companies with convictions & self study without any spoon feeding .
Posted on: Sun, 28 Dec 2014 12:59:31 +0000