India presents many opportunities for investment and growth. Key factors include reforms and policies boosting sectors like infrastructure, defense manufacturing, and ease of doing business. The economy is growing at 7.5% annually, the highest in the world, with falling inflation, deficits, and interest rates supporting continued expansion. Despite many negative global and domestic events over the past 30 years, the Indian stock market has risen 100 times, demonstrating its strong long-term potential.

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

2. GDP Growth

3. Earnings Cycle to Rebound

4. Discretionary Spending

5. From Necessities to Discretionary

6. The Opportunity !!!!

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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