Joined: 01/Jan/2006
Location: India
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Posted: 11/Jan/2010 at 5:22pm
What is SE Investment?
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
Joined: 25/Dec/2007
Location: India
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Posts: 262
Posted: 11/Jan/2010 at 8:50pm
I would play BoP through HDFC (or HDFC warrants preferrably) for its
a. housing finance - every person wants to invest in his own home one day. Its a big opportunity. lots of people moving to cities continuously shoud keep that momemntum going.
b. Its other businesses like Insurance are small today compared to housing finance, but insurance will be sought after by all these bottom of pyramid one day. Its also a big opportunity.
c. proven story, so less possibility of negative surprises. But that may also mean steady growth.
Joined: 23/Mar/2009
Location: India
Online Status: Offline
Posts: 105
Posted: 11/Jan/2010 at 11:36pm
The Government of India’s (GoI) Eleventh Plan has envisaged a capital
expenditure of over Rs.6,665 bn for the country’s power sector in order to
ensure “Power for All”. The GoI’s Common Minimum Program is focusing on
achieving 100% village electrification by the year 2009 and 100%
household electrification
by 2012.
So that means more power to villages and households.
So Companies selling switches, fans, CFLs, even ACs, all electrical consumer goods (Bajaj electricals, Crompton Greaves, Khaitan, Blue star, Voltas, Havells, etc.,)
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