In 2007 overall my inverstments have given good returns..
In my investments Gujarat NRE coke (150%) ,Punj lloyd (80%) and Reliance communication(60%) has given good returns while Mindtree(-20%) and Tech Mahindra (-30%) has given -ve returns..
In 2008 I am bullish on ..
Gujarat NRE coke as the coal prices on the raise in world market and china has again increased export taxes last week so the prices will increase more..
Reliance communication for its GSM foray and value unlock through tower bussiness.
ICICI Bank for its value unlock and interest rate scenario in india
Punj lloyd for its stellar performance.
GE Shipping for attractive valuations
Siemens for its valuations compared to peers like BHEL and ABB and bonus share
In 2008 I believe all these stocks will outperform their peers as well as all the indices
RK
Posted by Ravikanth at 03:18 0 comments
skip to main |
skip to sidebar
This blog features my investment experiences in the Indian stock market and learning process in this field. It will also occasionally showcase my perspective of behavioral economics ,life and happiness. N'joy!
Disclaimer:
Do your own due diligence first before investing. The writer will not be responsible for any capital loss as a result of reading this blog.
No comments:
Post a Comment