Monday, January 15, 2007

Themes for 2007

Happy New Year to all readers.
New year has started and here is my point of view for this year.

I have not researched into specfic stocks but these are broad sectors to look out for in 2007.

1. Infrastructure includes roads, ports, air ports, apartments, malls.

2. Power : Transmission and Distribution and power generation

3. Entertainment : Multiplexes

4. IT: Growing outsourcing

5. Pharma: Growing outsourcing.

Some of picks are
Rolta, 3i, Revathi Equipment, Era Constuction, Sunil Hi Tech, PBA, RPG Transmission, Nectar LifeScience, Amar Remedies, Adlabs, PVR, Reliance Energy and IPOs.

I need people who can help in doing stock research. Let me know at bads.stockmarketblog@gmail.com if you are willing to.

4 comments:

Anonymous said...

Happy New Year to you too Badrish!

Are you starting your fin consultancy firm? :-)

Anonymous said...

The earlier comment posted was by me...

Sumanta

Anonymous said...

I would love to :-). But we all know the limitations.

Badrish

Anonymous said...

what kind of research are u looking for Mr. Daruwal..
Vivek