Top india stock picks for 2010

It will be difficult picking the top India stock picks for 2010 in
these tumultuous  and volatile times , but luckily the  pastures
are looking greener for the future and rest assured if we stick with
some of our proven performers with a little punt of the new hopefuls
we can stay ahead of the pack. In 2010 – 11 India’s nominal
GDP is estimated to be US$1.3 trillion. Assuming 12.4% annual
growth (7% real and 5% inflation), India’s GDP in 2015 – 16 works
out to US$2.3 trillion i.e. an addition of US$1 trillion in the next 5 years.

India’s Next Trillion Dollar Era will see a huge boom
in consumption and savings/investment, which will throw
up several Winner Categories i.e. those which grow
at over 1.5 times GDP growth rate, and are consolidated in nature.

There are 21 such Winner Categories.Within these categories
there are Category Winners which will enjoy exponential
growth in profits. Category Winners bought at reasonable
(not necessarily cheap) valuation create significant wealth over the long term.

Top India  stocks for 2010

Tata steel

Suzlon

HCL TECH

Vijaya Bank

ONGC

Larsen and Toubro

S B I
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Indian stock picks for 2010

India’s 7.9% economic growth in the third quarter of 2009
vividly illustrates a dramatic transformation in the country’s image,
from a land of elephants and snake charmers to that of an IT powerhouse
and an emerging economic giant.

While both sets of perceptions are
valid, they hide far more than they reveal. Indeed, when it comes to
the Indian economy, what most people believe to be true
contains more fiction than fact.

1. Indraprastha Gas Limited (IGL) will continue to enjoy monopoly in the National Capital Region (NCR).

2. Cement stocks will be in limelight for some more days due to better than expected results estimates.

3. Tata Communications is the dark horse, according to many analysts.

4. Hats off to Narendra Modi for announcing new industrial policy for Gujarat.
We need such concrete measures at centre to face current slow down.

5. I am positive on growth prospects of Mundra Port but current valuations are not sustainable.

6. Best auto companies by sales are Hyundai in 4-wheelers and
Yamaha in 2-wheelers. Unfortunately, both Companies are
not listed in the Indian stock markets.


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Analysts picks:

Infosys Technologies,

Hindustan Zinc, 

Tata Steel,

Jet Airways, 

Adani Enterprises

1. Tata Power: Positive growth prospects but I have some doubts on financial front.

2. Maruti Suzuki: More clarity is needed.

3. IVRCL Infra : Rare infra company which is not facing
any financial troubles. IVRCL is a must buy when markets correct in the coming months.

4. Marico: Good Company but I always try to accumulate growth stars.

5. Piramal Healthcare: Company is making strategic moves but take time.

6. Glenmark: Company will outperform other Pharma stocks
if market conditions improve. This is a must buy when market
corrects to reasonable levels.