POWER GENERATION AND CAPITAL GOODS (power equipments)
India needs total 220 GW electricity by 2012 from currently installed of 139 GW.
So we need another 81 GW of electricity.
(1000 megawatt=1gw)
As per roughly figure we need total investments of 11.35lakh crores for this. It could be classified as below,
Rs.4.95 lakh crores for power generation.
Rs. 2 lakh crores for transmission.
Rs.4 lakh crores for distribution.
Rising demand for power will boost demand of power equipments and transmission and distribution plus coal and gas.
Companies to benefit are Reliance Infrastructure Ltd for power generation and power related projects.
Kalpatru Power Transmission Ltd. for transmission and distribution lines etc.
Eimco Elecon Ltd. for earth mover equipments etc.
PORTS:
India is targeting to increase its port handling capacity from 575 million tones to 1000 million tones by 2012.
For this we need 55000 crores roughly.
Mundra Port and SEZ Ltd., Pipavav Shipyard Ltd., Sical Logistics Ltd. and such other companies will benefit for this investments.
ROAD AND HIGHWAYS
As per roughly and official figure there are 41 project with estimate of 41000 crores will be awarded.
The companies to benefit are Noida toll, IRB Infra, Roman Tarmat, TIL, Gujarat Apollo, Jkumar Infra, Gayatri Projects Ltd. etc.
RETAIL
Rising disposable income, young population and income growth in rural areas is boosting the retail growth.
Retail players are set to open stores in Tier 1,2,3,4 cites which will drive the growth in future.
The companies to benefit from this will be Pantaloon Retail Ltd., Shoppers Stop Ltd., Tren Ltd. and such other companies. (Please be selective while choosing investment options from this sector as not all companies’ financials are sound)
REAL ESTATE
Rising disposable income, young population and income growth in rural areas is boosting the real estate sector’s growth.
The companies to benefit are Unitech Ltd, Shobha Developers, DLF Ltd., Ganesh Housing Ltd., HDIL and other companies from real estate sector selected one to one.
Note:
There are many other areas where a huge amount of domestic and foreign investment is committed and going to happen. There are railways, automobile, pharmaceuticals, banking and financials etc. areas will also witness huge growth. Due to increasing link to rural areas rural is also going to be an attractive sector.
Further Note:
But this all doesn't mean investment in any sector or any company will earn a good return if not multibagger. Some rules for investment are always static and apply to all business and economic and market conditions. Buy a company's share offering a good margin of safety, and whose fundamentals have power to beat the expectations built into the share price of the company. You can choose to hire or consult a Portfolio Manager for this. Investing money is not opening a demate account of playing the Bull market or betting on tips. If you have a lot of money to waste then it's fine. But if your money is hard earned and you respect it then MAKE INVESTING ONE OF THE MOST SERIOUS AND TOP PRIORITY AFFAIR OF YOUR LIFE or else Don't invest Only To Later fret, repent, and blame!
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