10 years is an extreme long term story, in between such time period how the market will react only God can explain. As previous history says in every 10 years time period a calamity is coming, which destroys the market. Not only such crash brings only disasters but it can give good opportunity for unfear investors.
Past we have seen COVID that was happened in the year 2020 starting, before that in 2008 harsad Mehta case totally market crashed but for recovery it was taken 1 year time period. As data says within 1 year market shows several up’s and down but on long term story growth is steady.
So, stocks may play several up’s and down but holding is most important, if you will give more time to the market then you will make more money. India’s economic growth is gradually increasing. We are at 5th position, on front line America is there, which is at top, behind USA china, Japan & Germany, we are at 5th place.
But how our indian government is focusing on infrastructure, renewable energy, hydro power, ev, and other segments, I think in coming days india will be the biggest economy power around world. Therefore most of foreign companies are taking interest on investing in india through different start ups (industries).
Recently USA fed chairman has gave an indication that this year USA fed will do three rate cuts. The foreign broker Morgan Stanley is predicting this time 4 rate cuts may come. So, if in America there will come any rate cut as per indian government may start there rate cuts.
So, most of analyst's predicts this time USA fed may start there rate cuts from June 2024, in case of india when will be the rare cut start only RBI knows.
Therefore upcoming days is good for equity market. Most of sectors will boom on such rate cuts, on this rate cut the finance and IT sector will go more up.
On such basis
My first choice is Bajaj finance, sriram finance and chona finance, here i may mention the name of tata investment but it looks more expensive. From auto sector you may take bet on Tata motors, hero motocorp and TVs motors. Bajaj auto and maruti Suzuki stocks both are rallied more. From IT you may consider persistent systems, LTImindtree, newgen software and Birla soft.
Recently I was reading on an article that kotak securities is very much bearish on this shares like Tata technology, kpit technology, Tata elxi etc. They are giving sell calls. So, I think persistent systems you should bet on it. After 1:2 split this stock is trading near 4000.
If in coming days persistent will touch 3000 marks then it will be good investment for long term. In case of tata technology one foreign broker has downgraded this share, there target is 800. Obviously after IPO this share is looking very expensive, in case of kpit technology and Tata elxi these two stocks are looking very expensive.
From paint sector you may consider asian paints, grasim industries and berger paints. I think grasim industries is looking better. From cement ultratech cement is looking better behind that dalmia bharat is looking for better.
From auto you may bet on m&m, from private banks axis, icici, canara, bank of baroda are looking better. Sbi and pnb are looking very better. From bearing schaeffler india and from heavy machine grindwell norton is looking better.
From refractory RHI magnestita is looking very better. From FMCG varun beverages, ITC , Colgate & Palmolive are looking very better. From ready made foods Zomato and Westlife are looking very better.
From pipes astral and supreme industries are looking very better. From infa larsen & turbo and GMR infra are very good stocks.
So, these are very good stocks you may take bet on them for 1 year.
Yes, your question on 10 years investment. So, you may consider
1- Bharat electronics or hindustan aeronautics
2- Tata motors or TVs motors
3- astral or supreme industries
4- polycab or kei industries
5- Axis Bank or icici bank or sbi
6- pidilite industries
7- Bajaj finance or chola finance or Shriram finance
8- varun beverages or ITC
9- persistent systems or LTImindtree
10- larsen & turbo or siemens
11- Cummins india
12- ABB or Tata power or thermax
13- olectra greentech or JBM auto
14- mankind Pharma or sun Pharma
15- Apollo hospital
16- Apollo tyres or ceat
17- ultratech cement or dalmia bharat
18- grasim industries or berger paints
19- Dixon technology or amber enterprises
20- DLF or godrej properties
0 Comments