Originally posted by gauranggupta hello can anyone guide me on ramsarup industries 2 -3 year horizon ? i purchased at a very high rate of 110 and now its falling very single day ..

Edited by master - 19/Oct/2010 at 9:06am

Having used Corn Oil in my childhood which used to come in the best of containers, it gives me of fond memories unlike the people who had to see movies like “Children of the Corn”. Clearly corn will see shortages and less production will make prices stay high till 2012. Coming to other metals correction in Hindustan Zinc and Hindalco can easily make us get over 50% returns for the next year.

 

Copper would increasingly see sharper corrections and rises in the coming years. Clearly Sterlite Industries would see uptick from 2012-13 onwards. Presently the plethora of regulations and increased environmental consciousness would see less and less copper being produced. The price will only go higher. Coming to zinc till the period 2013 would see prices stay high and further on increased production will bring the prices of the metal downward. Lead which is produced in smaller quantities and increased shortage on account of plant closures due to actions initiated because of highly polluting production process will see new supplies emerging from 2014 onwards.

 

We will see bad monsoons and shortages in the food space from the period 2011-2014. Coming to Cotton prices will stay high till 2014 after which prices will see stabilization. From all accounts, 2014-15 will mark the end of bull run in commodities and plethora of returns from people who participated in them.  From the looks of it ( I may go wrong) 2011 and 2013 are drought years. Maize will see lower production in 2013. Tea will see lower production in 2014.Coffee will see shortages and see sharp spikes and falls from time to time. Coming to Fertilizers we are seeing shortage which is being met by imports. Rapid ramp-ups in production would be needed and new supplies will come from 2015 onwards. Clearly a long time away!

I have a similar opinion on this area too. They got to be on the edge of the technology constantly and provide better products at relatively similar prices. For e.g., newer high-end model from Nokia might sell at similar 15K price band and earlier model in that series would be selling for lesser.

Any c**** computing company has presence in India - like Salesforce.com?