The markets have been treading choppy waters for the last couple of trading sessions; the IT pack, especially Infosys, has taken quite a beating.. However, I remain convinced that signs of U.S. economy's recovery will drive the IT pack higher! Also, the second half of 2008 could hold a lot of significance for the auto stocks.. Here are my picks for the year 2008:
A) IT Stocks
1) Infosys
2) Wipro
3) TCS
B) Realty / Infrastructure
1) Parsvnath Developers
2) Ganesh Housing
3) Srei Infrastructure
4) Marg Constructions
C) Financial Services
1) IndiaBulls Financial Services
2) Motilal Oswal
D) Auto
1) Maruti Suzuki
2) Tata Motors
E) Pharma
1) Ranbaxy
2) Aurobindo Pharma
F) Dark Horses
1) Reliance, Reliance and Reliance -- From RNRL to the forthcoming Reliance Power IPO, the Reliance pack is set to shine bright even in 2008! All records will be broken and rewritten or so I hope!
G) Telecom
1) Bharti Airtel
2) RCOM
H) Aviation
1) Jet Airways
Disclosure: It would be prudent to assume that I own or have an interest in one or more of tehse stocks!! hey hey, just in case, no one takes me wrongly! Also, please understand that these are not the only stocks which will shine in 2008 and beyond. There are a few more interesting companies; however, base your investment on your own research and understanding of the stock! Invest in these companies with an investment horizon of 3 years..
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