So many people ask me for tips so here it goes….
Build India: One of the themes for NaMo is Build India, for which you will need steel? So go and buy Tata Steel, and India’s biggest steel manufacturer JSW Steel. Both are big well managed companies so it should be a good buy I presume? Building India also requires a lot of cement – so Ultratech, Shree Cement walk into your portfolio easily. There are other cement manufacturers also so do some research and buy them too.
If India were to grow and requires a lot of funding it will be the banks who will fund them – so go and buy banks. Normal Psu (Sbi), well dressed psu (Axis, Icici) or Private (Hdfc, Kotak, Indusind) that you decide…but yes you should buy banks for sure.
When farmers income increases they will buy more soap, toothpaste, shampoo (well Economics says that I heard) so you should buy Colgate and HuL. Of course then the women will use ‘better’ sanitary napkins which makes PnG a good buy too. Men will groom themselves better – so go and buy Gillette. Good case for Pharma.
Now people with more income will buy good branded clothes – so a lot of luxury clothes line like Aditya Birla Fashions, Arvind, etc. should be a good buy. Of course it is not visible but as the income of the people increase (in the financial services if it does not decrease that is good, it is at an astronomical height already) so people will buy better innerwear. That makes VIP, Rupa and of course PAGE industries a good buy? I think so too.
When a farmer’s income goes up will he use better fertilizers, pesticide, crop nourishment chemicals? Of course yes. Go and buy Coromandel International! Of course the farmer will move from a bullock cart to a tractor? Buy M&M of course. We will need more fuel so go and buy Bpcl, Coal India, Ongc,
For doing all this he/she will need help from NBFCs? so buy Cholamandalam Investment and finance. Of course he is going to buy a house and that will be funded by Hdfc or one of his 1264 competitors in the mortgage business. Easier to buy Hdfc Ltd.
Now if a person does all this he will need medicines? Maybe after some time. So buy Biocon, Sun Pharma, Lupin, …and a few others. He will need some hospitalisation no? So buy Apollo Hospitals….
Now this is what all fund managers will buy. So if you want to be a contrarian buy IT – Mindtree, Infosys, TCS, should all be good buys!
Did I cover all the industries?
by the way this was a humor column. Even if you wish to buy….please consult a professional before you do so….
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