The year 2008 has been one of the most dismal years for the global financial markets. The year 2009 does not promise to be a great one either. The way the global economy is slowing down and the financial crisis is shaping up there will be more pain in the global stock markets next year.
However, smart investors are looking for opportunities which will be the best investment themes in the long run. These industry stocks can be accumulated in small numbers for the long term. I have tried to put in some major investment opportunities for 2009 and beyond. More suggestions and arguments are welcome.
1)Gold
Reason for investing in Gold: Excess money creation globally will lead to paper money falling in value against hard assets like gold. Moreover for gold the big bull run is yet to come if we compare the gold price movement with other commodities.
2)Agriculture Stocks and Farmland
Reason for investing in Agriculture: There is a global food shortage. Moreover the stress on agriculture in India is expected to increase to boost GDP growth. Farmland in India in several places is very cheap. These are golden buying opportunities with a long term perspective. Even if there is one year of very low global agri production the agricultural commodity prices will go through the roof.
3) Water and Water Infrastructure
Reason for Investing in Water Sector: Water is going to be the most expensive commodity in the next 15-20 years. This is very true for rapidly growing economies like India and China. Water shortage could lead to massive problems and also opportunity for water industry players. It would be great to be invested in a mineral water company or a water infrastructure provider.
4)FMCG Stocks catering to necessity products
Reason for investing in FMCG: First we need to differenciate between companies offering high end luxary products and companies which are offering products which are low cost as well as a necessity. Even in a slowdown or recession people will use soap, shampoo, toothpaste or shaving products. Look for companies offering these products with medium price range.
5)Companies catering to the defence sector
Reason for investing in defence sector: The National security was always an important issue and its become even more important now in the light of the recent terror attacks which have left everyone shocked. Even in a slowdown or recession the security spending will increase. Look for companies offering security and defence products such as defence vehicles, CCTV and many other security and defence equipments. They are sure to do well in the long run.
In addition to the above mentioned sectors,the following would be good long term bets:
1.Solar energy:emerging stocks like xl telecom &energy,moserbaer
2.Value added services:Tanla solutions ,on mobile global
3.emerging stocks like bartronics,mic electronics ,icsa.
These are just some sectors which in my opinion will be wealth creators in the future. More suggestions and opinions are invited. Investors need to look into each of these sectors and pick out some good companies from them. For sure they will not dissapoint in the long run.
However, smart investors are looking for opportunities which will be the best investment themes in the long run. These industry stocks can be accumulated in small numbers for the long term. I have tried to put in some major investment opportunities for 2009 and beyond. More suggestions and arguments are welcome.
1)Gold
Reason for investing in Gold: Excess money creation globally will lead to paper money falling in value against hard assets like gold. Moreover for gold the big bull run is yet to come if we compare the gold price movement with other commodities.
2)Agriculture Stocks and Farmland
Reason for investing in Agriculture: There is a global food shortage. Moreover the stress on agriculture in India is expected to increase to boost GDP growth. Farmland in India in several places is very cheap. These are golden buying opportunities with a long term perspective. Even if there is one year of very low global agri production the agricultural commodity prices will go through the roof.
3) Water and Water Infrastructure
Reason for Investing in Water Sector: Water is going to be the most expensive commodity in the next 15-20 years. This is very true for rapidly growing economies like India and China. Water shortage could lead to massive problems and also opportunity for water industry players. It would be great to be invested in a mineral water company or a water infrastructure provider.
4)FMCG Stocks catering to necessity products
Reason for investing in FMCG: First we need to differenciate between companies offering high end luxary products and companies which are offering products which are low cost as well as a necessity. Even in a slowdown or recession people will use soap, shampoo, toothpaste or shaving products. Look for companies offering these products with medium price range.
5)Companies catering to the defence sector
Reason for investing in defence sector: The National security was always an important issue and its become even more important now in the light of the recent terror attacks which have left everyone shocked. Even in a slowdown or recession the security spending will increase. Look for companies offering security and defence products such as defence vehicles, CCTV and many other security and defence equipments. They are sure to do well in the long run.
In addition to the above mentioned sectors,the following would be good long term bets:
1.Solar energy:emerging stocks like xl telecom &energy,moserbaer
2.Value added services:Tanla solutions ,on mobile global
3.emerging stocks like bartronics,mic electronics ,icsa.
These are just some sectors which in my opinion will be wealth creators in the future. More suggestions and opinions are invited. Investors need to look into each of these sectors and pick out some good companies from them. For sure they will not dissapoint in the long run.
No comments:
Post a Comment