1. Why India
• OROP, Pay Commission, Doubling Farmer
Income – Consumption Themes
• Make in India, Start Up India & Smart Cities
• FDI Investments is Highest at USD 51 Billion
• Cement Offtake improved to 9% in Jan and
8.2% in Feb – Infra Projects gaining pace
• Pvt Equity funds have pumped in more than
USD 21 Billion in CY 2015
• Local Defence Manufacturing Emphasis
• Improvement Ease of Doing Business in
India Ranking (Competition among states)
• E Visa and Visa On Arrival
• Banks Cleaning their Books
• Leadership at its Best
• Prime Minister Modi leading Charge
• Raghu Rajan Best Governer in the World
• GDP Growth @ 7.5% Highest is the World.
• Fiscal Deficit Discipline @ 3.5 % for FY2017
• Current Account Deficit down to less than 1%
• Forex Reserves at $ 350 Billion – Stable Rupee
• Falling Inflation & Falling Interest Rate Cycle
• Sharp Fall in Commodity Prizes
• GST – Matter of Time
• Coal Auction Transparency & Record Coal
Output thereby increase in Power Production
7. 100x
Indian benchmark indices rise 100x in 30 years
Current Sensex as on 15th March 2016 - 24551
Time, Patience & the Opportunity
8. Multibaggers
Note: Price multiples are based on stocks being bought at the low price in the respective year of purchase, and held on to Mar-2014.
100x Multibaggers
9. Negative Global and domestic Events during
and Post 1990
1991 - Balance of Payment Crisis in India
1992 - Gulf War
1998 - Pokhran Nuclear Explosion
1999 - Kargil War
2000 - Dotcom bubble crisis
2001 - Twin tower attack-markets collapse
2003 - Iraq Crisis
2007 - US Subprime crisis .
2008 - Fall of Lehman Brothers
2008 to 2014 - High Inflation and Interest Rates, High Fiscal Deficit, Current Account
Deficit, Currency Volatility
2010 – European Debt Crisis
Still markets maintained their secular upmove and made new highs
10. “Take a Holistic view on
your Financial Assets”
Thank You
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