Beruflich Dokumente
Kultur Dokumente
What next
Continuing conspicuous consumption Unstable politics of coalitions No major changes in interest rates or monetary policy Weaker rupee - expect 5-10% downslide against US$ More FDI encouragement and investment will be sought Taxation
No major concessions Service tax and excise duty gap may get smaller
Global climate change is getting more serious Food production is getting more difficult Indian oil and gas consumption increases in volume Defence imports continue IT Markets show static trend Japanese investors have big India plans Possible bankruptcy of one major Indian company
Consumption of alcohol
Post settlement with UB, will Kishore Chabbria go for a IPO Venkys Godrej
Hitachi Whirlpool set-top box related forced investment Dish TV, Hathaway Cable
TV viewing
India is becoming
Diabetes hub of the world Mentally stressed Heart Surgery is very common Low vitamin D levels High cancer levels
Water shortage is on Waste is surrounding us Pollution is in the air Check out prospects for Hitachi desalination plant in Gujarat and who are the key sub-contractors
Delhi Metro funded by Japan Japan wants to fund Delhi-Mumbai dedicated freight rail corridor Japan is also keen on Bangalore-Chennai rail corridor Hitachi and another Japanese major company held Board meetings 1st time outside Japan in Delhi Who are the possible subcontractors, exporters involved
LNG Petronet gas terminal starts operations in Kochi Which fertiliser, power company etc will switch to gas and save costs Cairn India to increase oil production and exploration in Rajasthan
Should we earn more , spend and eat more Or loose weight, eat more healthy food Reduce personal power consumption Country, Company and Citizen should have zero debt levels as soon as possible Invest in zero debt companies as far as possible
Investment advice
We want risk free high returns Risk is mitigated by data collection analysis 100% data analysis gets completed after investment opportunity is over We invest in risky investments with 0% data analysis Buddha suggested that we follow the middle path, so investors should invest in less risky opportunities with some data analysis of their own
Past - DCM, Arvind, Phoenix, GKW, TTK, UB Next - Hume Pipes Bangalore Unit, Escorts
GOI backed large data automation projects like Rail, Income Tax, MCA 21, Aadhaar, Passport
Which is the next such life impacting GOI IT project? Demat of NSCs, Bank FDs
Retail
Is Big Bazaar likely to be taken over Reliance vs. Aditya Birla Walmart , Tesco, Auchan , Metro Buying power and economy of scale will decide who wins