🧵 FUTURE INDIA PORTFOLIO 🇮🇳
If I had to pick 10 stocks for the next 5–10 years based on where India is heading, these would be on my watchlist
1. L&T
2. Azad Engineering
3. Kaynes Technology
4. GE Vernova T&D India
5. Solar Industries
6. CG Power
7. Dixon Technologies
8. Max Healthcare
9. Techno Electric
10. Netweb Technologies
Not a buy call
Just my research list.
👇
As per Ace Investor Mr. Damani, the most exciting era for the Indian stock market lies ahead. Don't worry if you missed the Sensex rise to 80,000, the next 10 years will be a golden era for investing with even greater
opportunities ! 💯
(📹 courtesy @_soniashenoy )
People call me ETF MAN OF INDIA.
I track every ETF very closely.
Spotted one sectoral ETF today.
My view: at least 15% upmove in the next 2-3 months.
Time to go overweight here.
Guess the sectoral index?
https://t.co/VeGuH2p17B
You have ₹1,00,000 today
And you can invest ONLY in these 4 stocks lumpsum now and forget for next 5 years
ITC — ₹265
TMPV — ₹310
Jio Financial — ₹235
HDFC Bank — ₹710
How would you allocate the ₹1 lakh?
If you are positive on Indian capital/equity market in long term
One theme you can’t afford to miss is
1. AMCs
2. Stock brokers (future AI loaded)
3. Exchanges / Govt bodies
Today we will discuss about the stock brokers
Top as on today ;
1. Groww
2. Zerodha
3. Angel one
4. ICICI direct
5. Upstock
6. And others
Which one you own and which one u use ?
THE NEXT 50X STOCKS
₹1 lakh → ₹50 lakh in 10 years
Finding the next such stocks is not about chasing yesterday’s multibaggers.
It’s about finding small companies before earnings catch up with the opportunity.
30 STOCKS ON MY RESEARCH RADAR
1. Viviana Power Tech
2. Kernex Microsystems
3. Rajesh Power Services
4. Vivid Electromech
5. Emkay Tools
6. One Global Service
7. Oriana Power
8. Valiant Communications
9. Insolation Energy
10. Stellant Securities
11. PTC Industries
12. Shivalik Bimetal
13. ASM Technologies
14. Data Patterns
15. Astra Microwave
16. Zen Technologies
17. Garware Hi-Tech Films
18. Titan Biotech
19. Cupid
20. Fineotex Chemical
21. Raghav Productivity Enhancers
22. SJS Enterprises
23. Aeroflex Industries
24. Shakti Pumps
25. Elecon Engineering
26. Stylam Industries
27. Newgen Software
28. KMC Speciality Hospitals
29. AGI Infra
30. Waaree Renewables
WHAT am I looking for?
Small starting market cap
Huge addressable market
25–40%+ earnings growth potential
High ROCE
Low debt
Low dilution
Strong MOAT
Long runway
Note- DYOR
FIIs + DIIs are both increasing stakes in several mid & large-cap names.
Some notable ones:
✅Torrent Pharma
✅JSW Energy
✅NHPC
✅Apar Industries
✅Alkem Labs
✅General Insurance Corp
✅HFCL
✅Sterlite Tech
✅Anand Rathi Wealth
✅Craftsman Automation
✅Schneider Electric Infra
✅Gujarat Energy
Holding #Craftsman and #AnandRathi
Not a buy recommendation
just tracking where smart money is moving.
13 Stocks With Massive Order Books — Latest July & August Updates!🔖
Larsen & Toubro (L&T)
Order Book: ₹7,78,954 Cr
NCC Limited
Order Book: ₹81,214 Cr
Bharat Electronics (BEL)
Order Book: ₹72,258 Cr
Kalpataru Projects International (KPIL)
Order Book: ₹66,607 Cr
Afcons Infrastructure
Order Book: ₹43,290 Cr
KEC International
Order Book: ₹37,697 Cr
J. Kumar Infraprojects
Order Book: ₹22,246 Cr
Solar Industries India
Order Book: ₹21,350 Cr
Mazagon Dock Shipbuilders
Order Book: ₹18,218 Cr
Patel Engineering
Order Book: ₹14,636 Cr
Garden Reach Shipbuilders (GRSE)
Order Book: ₹13,596 Cr
RailTel Corporation
Order Book: ��11,747 Cr
Techno Electric & Engineering
Order Book: ~₹11,000 Cr
Disc: Not a Buy/Sell Recommendation ✅