Indian Equity Future

The Investment Opportunity

Everyone thinks they know about the Indian economy – crappy infrastructure, corruption, bureaucracy and antiquated institutions but with a massively growing middle class. Well, that is the narrative and has been for the last 15 years.

But that phase is over and no one noticed. So few people in the investment community or even Silicon Valley are even vaguely aware of what has happened in India and that has created an enormous investment opportunity.

The future for India is massive technological advancement, a higher trend rate of GDP and more tax revenues. Tax revenues will fund infrastructure – ports, roads, rail and healthcare. Technology will increase agricultural productivity, online services and manufacturing productivity.

Telecom, banking, insurance and online retailing will boom, as will the tech sector.

Nothing in India will be the same again.

FDI is already exploding and will rise massively in the years ahead as technology giants and others pour into India to take advantage of the opportunity...

Source: Raoul Pal

Business Today - INDIA On the cusp of change

Digital Future - Quickheal Technologies Ltd.

Quickheal Tech - CMP 244

Quick Heal Technologies is building a vibrant product portfolio and establishing leadership across all segments.

Quickheal Tech declared better than expected Q3FY17 performance, taking into account demonitization impact on the topline. Enterprise & Mobile segments has maintained momentum and will carry on doing so in this digital environment thanks to BJP government and policies on Smart Cities and Rural Broadband push (BharatNet). 
This is completely a SleepEasy bet to me, to multiply your investments. 
---
Update: 17th March

ICICI bank also asks all their clients to have antivirus softwares for their security. 

Updates to my Top Ideas March 2017

Updates - 1 dtd. 15th March
Repco -
Housing fin cos in focus: Operating guidelines for the Credit Linked Subsidy Scheme for Middle Income Group announced...Basically its a Game changer! Tax benefit of Rs 2.4 lakh to first-time home buyers.


USL - 

Karnataka Budget: VAT On Liquor, Beer, Wine, Feni Lifted; Additional Excise On Liquor Abolished. This itself is big news for USL to power ahead!

Updates - 2 dtd. 27th March
PNC Infra -
PNC Infratech wins Rs 2,720cr road contract from NHAI in UP, MP

USL - 

United Spirits has redesigned look of McDowell’s No.1, Royal Challenge and Signature whisky brands and backed it up with extensive advertising. Further more they have hired IITsians improve the company’s whisky ageing process and packaging processes and facilitate launching of new flavours.
https://qz.com/936396/united-spirits-is-getting-iit-researchers-to-explore-the-best-ways-to-give-you-a-high/

http://www.indiainfoline.com/article/news-top-story/united-spirits-united-spirits-to-improve-quality-of-products-collaborates-with-iitians-117031800320_1.html

Repco - 

Repco ties up with NHB to roll out subsidy scheme for middle-income group (MIG).http://www.thehindubusinessline.com/money-and-banking/repco-ties-up-with-nhb-to-roll-out-subsidy-scheme-for-middleincome-group/article9601811.ece

Micromanager-in-Chief- Narendra Modi Upends How India Is Run - WSJ

Micromanager-in-chief Narendra Modi upends how India is run https://www.wsj.com/articles/micromanager-in-chief-modi-upends-how-india-is-run-1489078081 via @WSJ

Top Ideas March 2017

Edelweisse - CMP 135
PNC Infratech - CMP 104
Repco Home Finance - CMP 630
United Spirits - CMP 2250
Solar Inds - CMP 720
Morepen Labs - CMP 20

Notes: -
I expect these to outperform over a 6 month period surely.
Edelweisse has outperformed in the last 2 quarters, but has still a long way to go.
PNC after the thumping BJP majority will fall on track and start its northern journey.
Repco will be aided further after BJP is on track for policy implementation and housing for all.
USL growing middle class income and lower previous quarters base will aid this script further.
Solar Inds will reach incremental sales due to defence program expenditure of the country along with the Defence portfolio going to Mr. Jaitley.
Morepen Labs has been posting extremely good results and has been bearing the brunt of the pharma sector as a whole. Super times ahead for this company.

Disclaimer: - 
I have been investing in these at every level. These are only a few of my current ideas for the Public Domain. Please do write back to understand my views and subscription to Multicap Laxmi!

About Me

I have been in stock markets since 2006. I have wanting to create my own legacy and make family and friends around me proud. At last something in me woke up to create this very blog!
I have been helping family, friends and friends'-friend's since then and created fortunes doing so for them without any remuneration.
I would like to offer my services today for a small subscription based fee which would help you make superlative profits and outperform the index. Please email me for further queries. Happy Investing!