WHAT ARE THE GREAT OPPORTUNITIES IN INDIA

We as a advisors are in very difficult position , when it comes to make an investment proposition most of the investor goes by what  everyone else is doing in the market .

If equity is doing great than its equity , equity , equity and only equity - AMC will come everykind of porpositions,  in a way they are only old wine in new bottle - but sad part is that not many are looking at future and advisors are simply forgetting asset allocation .

This hold true for those who sell derivative products in the name of Structured depsoit and notes and investor make an investment thinking these are safe instruments .

we have already seen - what structured products dis to almost most of the banks -  question is when bank themselves are sitting on huge losses running in to several billion dollors , how they can take moral responsbility of taking care of people money .

I may be too harsh ...................

But this is a reality - are we trying to look in to the future and come up with investment ideas for our customers and make good propositions ?

I would like to shares few ideas and invite others to share their views.

ALTERNATE ENERGY

COMPANIES IN AREA OF DEVELOPING ALTERNATE  ENERGY SOURCES WOULD BE IN GREAT DEMAND -  SOLAR POWER , WIND POWER , etc as fossil fuel are depleting fast and cost of these fuels make  ALTERNATE ENERGY VIABLE .   In india there is already SUZLON and MOSER BAYER and there could be many more.

AGRI COMMODITES :

AGRICOMMODITIES , FOOD PRICE ARE NOT GOING TO COME DOWN IN FUTURE - there may be some correction but ultimately food prices will only go up -   Good company  with vertical , backward forward integration in the entire chain of food  sourcing , processing and marketing would be great buy    -  one example is  ITC .

there could be more please share ?

GOLD

Gold are not going to come down for various reasons  - there would be some correction in near term - ultimately its safets bet and perfect hedge against inflation .

ART

Indian art is getting renewed interest overseas and at differnt auctions - art has already given good return in the past 3/4 years and would do so for many years to come .

any view on that ?

LAND

in several state of India holding Land could be risky proposition but it is the asset class which will only go up - as in INDIA nothing has happened on teh front of infrastructure almost all the big and 2nd tier cities in india are bursting , and purchasing land 5/10 kilometer from city limit would be a great idea if you have capacity to hold for 5/10 years .

SME FUND (pvt equity)

in India there are no of SMEs if nutured properly with private equity and venture capital they can turn in to future gold mines and there nos run in thousands. 

 Tourism

Most neglected area and great potential to become money spinners for entire country - sadly we are finding any organised activity in this segment . Can any body suggest few good companies operating in this arena .

who have integrated package , multi location , developing infrastructure for this sector .

INFRASTRUCTURE

there are many stories but look for right companies ?

more ideas required