<> Re: Next Hot sectors for 5 years

Natasha,

 

Well I am Alok Tewari & my e-mail address is indeed thamesmaritime@vsnl.com . However sanecounsel or Nitin Jain is not my e-mail. I donot know about him using same ip address. Mr.Nitin Jain reading this e-mail please advise howcome you have same IP as mine if what Natasha says is correct ( though I seriously doubt she is correct ) . I always use my name. Some may find it hot others may not. Hardly matters to me.

 

As far as Nifty is concerned I myself have been praying for a substential correction of about 200 points so that it can continue upward journey which it will. This correction makes me feel happy & if it does same to you , then we are on same side.

 

If you think there is going to be civil war in India in  5 years, then it is better you look to shift elsewhere rather than propogating your civil war theory. But where will you go as communism is dead & buried all over the world except few Sitaram Yachuris & that old surd Surjeet Singh roaming around in India. I have no problem with the way Indian economy is growing & am happy to be here today, 5 or 50 years from now .

 

Cheers !!!!!

 

Alok Tewari

 

 

----- Original Message -----

From: Natasha ~~!!!

To: aiii@googlegroups.com

Sent: Monday, December 11, 2006 8:19 AM

Subject: <<Aiii>> Re: Next Hot sectors for 5 years

hello ,

       You are Alok Tiwari .You have same ip address with maritime thames on the email .

So that address is not so hot now so you have used this email id to get hotter .So i dont think your opinions on nifty will give much upside .In 5 years there will probably be civil war in India and all the famers will be jobless since all the land is going to the multinationals and you will be living on hybrid food.

       Hot sectors in 5 years , look in a 5-6 month period thats the law of cyles , the hormonics of the markets have chnaged .In 5-6 years the industry cycles will most likely be changed and many  will be gone .like your  once famous himachal and global.

 

 ````` Natasha !!!!!!!

     

 

On 12/10/06, Sane Counsel <sanecounsel@gmail.com> wrote:

Friends

 

Once a sector becomes "hot " supply increases leading to subdued pricing power . So as investors we can benefit only if we identify the best players in a hot industry early enough and then have the gumption to get out before supply increases .In that sense there can never be a "hot" sector for such an extended period of 5 years unless the industry has formidable moat/entry barriers.

 

My senses is that from a investor return point of view Media / Pure Biotechnology Companies / Premium Hotel Segment / Top tier IT Companies would remain hot for the next 5 years . 

 

Infrastructure / Retail / Food Processing - all these will be in demand but may not give huge upside to Investors .

 

On 12/10/06, Nitin Jain <nitinj@gmail.com> wrote:

definitely..the ancillory industries would grow and will become more professional and quality oriented...infact business like - Cold storage..warehouses...supply chain management systems...and hell lotta software which goes behind this to ensure everything falls in place so that customer gets - value for money...

 

the best part would be - Quality improvement and without much cost increase infact the cost might come down as well...the story is unfolding..and it will take 3-5 years as rajiv said...and once again real-estate/land/property play will be involved and lotta small big co.s individuals who owns land at right place will get rewarded !!

 

lets hope for the best !

 

rgds

Nitin Jain

 

On 12/9/06, RajeevM <rajeevmundra@gmail.com > wrote:

Food processing sector.

All the mega retail outlets would need supplies.
and the food processing sector would grow. from its present minuscule size.

it has to.. as people become more "hep" the demand for processed food increases.

local small food retailers would soon feel intense pressure from larger organized stores.

the retail food distribution would need that much more "packaging"... cans, foils, plastics and this is also likely to zoom.

your ideas welcome.

I think this retail revolution is a great step towards stronger nation.
all kinds of dirty, filthy, low grade stuff would get pressured out of existence
and would make people aspire for higher quality.
eyes see better things and mind desires it soon.


--
RajeevM
www.EagleEyeTrade.com
Red Hot Trades, Day After Day.
cell: 0 98608 51052 | yahoo: rajeevmundra

--
-------------------------------------------------------
Regards
Nitin Jain

--
       Warm Regards;
      ``````  Natasha !!!

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