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The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk

Topic: Defence related stocks in India!

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kulman
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Posted: 16/Feb/2009 at 9:28am

IT sees moolah in Defence's visual simulation play

An academic query: Are there any listed IT players in visual simulations & PLM?

Life can only be understood backwards—but it must be lived forwards

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subu76
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Posted: 16/Feb/2009 at 11:03am

Yup....Zen technologies.....RJ is invested on this one.

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nav_1996
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Posted: 16/Feb/2009 at 11:06am

I guess there is some hype created because of Aero India show in Bangalore. So just in case you are planning to enter, it is better to wait for things to cool off.

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subu76
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Posted: 16/Feb/2009 at 11:17am

These is this interesting story i came across in of the Soros books....

When Israel (armed with US weapons) fared relatively badly in the Yom Kippur war against the arabs (armed with Soviet weapons).... Jim Rogers theorized that US will massively increase defence spends and bought a bunch of military arsenal companies.....

And sure enough he had a winner.

Now...due to our security situation ... we just increased our defense budget by 30% despite an economic slow down...

But the problem is most of this money will probabily go to do imports and probabily it's not clear who the beneficiaries of the "local partner" clause will be.

Edited by subu76 - 17/Feb/2009 at 3:20pm

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aloksahi1971
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Posted: 17/Feb/2009 at 3:15pm

Subuji, India is a very sensible nation and its stupid to fight Idiots(Pakistnis).We dont need to fight a country which is fighting to save itself from its own people.As far as superiority goes it exsists but I guess we fear the mutual distruction that war will bring about.A war will be a national causefor the Pakistan and a headache for us.

Let us Grow in a productive manner so that the resourses available are used to bring about a economic emancipation of all rather than fight some stupid people who want to turn the clock and go back to the 8th century AD.

Edited by aloksahi1971 - 17/Feb/2009 at 3:17pm

Born To Golf forced to work.

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subu76
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Posted: 17/Feb/2009 at 3:20pm

I'll change my comment based on your inputs.

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Hitesh Shah
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Posted: 17/Feb/2009 at 5:50pm

There's this M&M-related story.

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subu76
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Posted: 17/Feb/2009 at 6:19pm

Originally posted by Hitesh Shah

There's this M&M-related story.

Khutub Hai, Chief Executive, Mahindra Defence Systems, ironically rues at the increased demand in armour protected vehicles.

Crocodile tears.

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