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« Home | Is there a case for mid-cap stocks? » | Value investing: What you pay and what you get! » | Investment Nuggets by Warren Buffett » | Books to make you Learn and Grow Your Wealth » | Do Your Homework, and Do It Early » | Market trajectory pointing upwards: Rakesh Jhunjhu... » | Sensex at 12.5k: What should I do next? » | Learning from investment mistakes » | The lure of the mid-caps » | Where Did Market Volatility Go? »

Like India, Unlike China...

Unlike the South East Asian economies that largely depend on exports and international tourism for growth, unlike the Middle East that is largely dependent on oil to fuel their economies, unlike the South American economies that rely on natural resources and exports to US, unlike China where growth is not an issue but transparency is, India offers a much wider theme for investors that is leveraged on its strong domestic populace and growing relevance in the global arena.

While this is not to say that India is insulated from global factors, in our view, the economy is likely to be relatively less affected by what happens in the US. In our view, there are three broader themes, which an investor could base his/her investment decision in Indian equities. We have listed the name of companies under each of the theme (the list is aimed at highlighting key players in the sector and is not aimed at recommending the stock to buy/sell).

Click here for the full article.

Additional Readings:
  • PM sets 10% growth target in 11th plan
  • India can become the fastest economy: FM
  • A wish list for retail investors
  • Revised paper ups GDP goal to 9%
  • Cap Goods sector's the real winner
  • Undervalued picks in supercharged mkt
  • Do you hold any of these stocks in your portfolio?
  • Great opportunity to book profits now: Baliga
  • Motilal Oswal's Q2 result forecast of midcap companies
  • How have IT stocks performed? Kotak PCG answers
  • How does GE Shipping look post-demerger?
  • Brokers bullish on Jindal Saw, UTI Bank, Infosys
The Tata Steel bid for Corus:
  • Tata makes mother of all bids for steel giant Corus
  • Inflection point in the Great Indian M&A story
  • An acquisition will be EPS-accretive
  • Everything about the biggest bid by an Indian firm
  • Tata Steel's final offer for Corus will be higher
  • Jindal on Tata-Corus deal
Off-Topic Readings:
  • Pak economy more vulnerable than India's
  • Wikipedia founder plans 'new' encyclopaedia
  • Internet addiction rampant in US: Survey
  • First Look: Nasdaq and Diwali
  • Why global inventors eye India
Parting Thought:
  • A pin lies in wait for every bubble and when the two eventually meet, a new wave of investors learns some very old lessons. - Warren Buffett

Posted by toughiee on Wednesday, October 18, 2006 at 6:55 PM | Permalink

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Compilations

  • Warren Buffett
  • Charlie Munger
  • Rakesh Jhunjhunwala

Previous posts

  • Is there a case for mid-cap stocks?
  • Value investing: What you pay and what you get!
  • Investment Nuggets by Warren Buffett
  • Books to make you Learn and Grow Your Wealth
  • Do Your Homework, and Do It Early
  • Market trajectory pointing upwards: Rakesh Jhunjhu...
  • Sensex at 12.5k: What should I do next?
  • Learning from investment mistakes
  • The lure of the mid-caps
  • Where Did Market Volatility Go?

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