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Macquarie: 'Elephant' to turn 'tiger'; raises Sensex target!!!!
Macquarie says Indian 'elephant' to turn 'tiger' in 2013; ups BSE Sensex target to 22,200 versus 21,600 earlier and Nifty target to 6,900 points as against 6,600 previously.
Investment bank expects reforms push would take India to 8 percent per annum growth over the next three years, improving to 6.7 percent in FY14 from 5.6 percent projected in FY13.
Corporate earnings growth may surprise on upside around 16-17 percent as street not factoring in improvement in EBITDA margins with neither falling core inflation nor reduction in interest costs getting built in, the note says.
Now Some Words On Our Consmption Theme
Friends We Are Shouting From Last 2 Year Bet On Consumption Theme Stocks. Now Every Second Person of Dalal Street Barking About Consumption Theme.
Friends.......
Last 2-3 Months Many TV Analyst Agin Start Barking About Stretched Valuation of Many Consumption Theme Stocks .
Do You Konw They Doing This From Last 2 Years and Many Stock Rise 100% 500% In Last 2 Years.
Beware From So Called Barking Dogs (TVA)
Friends Dont Worry On Our Consmption Theme. Till Now We Not Reach 10 % Of India's Consumption Potential .
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Friends...
India Going to Youngest People's Country In The World. India's Consumption Expected To Be Rise 300% In Next 5-7 Year From Current Level.
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Compunded Annual Growth of 20% Till Year 2020. India to Cross China In Youngest Age Group( 20--30). Before Year 2020.
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From Year 1970 to Year 2010
Year 2010 to Year 2050
U.S.A. Have 980 Car On 1000 People . India Have Approximate 10 Car On 1000 People . We Dont Say we can Reach America's Level In Next 100 Year . But If We Want to Raech 10% of America's Level It Will Take 40 Year On Current Car Manufacturing Capicity.
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If We Want To Reach 100 People to Have Car On 1000 People . We Need 12 Crore Cars On Current Car Manufacturing Capacity 3 Million Car We Need 40 Year To Reach 10 % of America's Level.
So You Can Think Where Maruti Tata Motor & Mahindra Can Go From Current Level.
The New Consmption Theme . Pizza Not Reach Even 5% Of Indian Public. We Expect This New Consumption Theme to Reach 20% India Public In Next 5-7 Year . If This Happen We Expect Indian To Consume 3 Billion Pizza In a Year.
So You Can Think Where JUBLIFOOD Can Go.
Entertainment Industry to Grow 10 Time From Current Level. Due to Young Indian People. We Expect Entertainment Industry to Reach $ 100 Billion In Next 5-7 Years.
Alert:--
Our Next Updatuion In Consumption Theme On Healtcare,
Education ,Housing , Banking & Food Very Soon!!!!!
The investment ideas of Warren Buffett is most basic and simple to implement. The beauty of his investment ideas is that they are so easy and logical that at times people overlook the same ideas even though it must have crossed their mind. These investment ideas of Warren Buffett has not only help the maestro to make billions but also stands as a guiding principles for every other investor of this world.
Warren Buffett’s investment ideas asks us to buy stocks of only those companies whose “fundamentals” are very strong and its stock is available at “undervalued price”. When we say strong fundamentals we mean a healthy financial report, unique product line which is run by exceptional managers.
Think Big TO EARN BIGGG
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