Bullish India

Time after time, over and over again, I have been telling you all folks to start betting on the Great Indian story that has started happening quite some time back. But, unfortunately, first timers really seem to be shying away from the bourses like a newly wed bride – come on folks, be a man, roll up your sleeves and take the bull by its horns even if you have bled before, even if you have burnt your fingers by relying on stock tips and buying stuff that was bound to rust. When you befriend HBJ Caps, you befriend the best ever stocks available on the bourses and that too much much before the masses die to hug and kiss the stocks that we recommend based on sound in depth ruthless and impartial research, so to say.

I have been burning the midnight oil for quite some time in order to present a very simple and clear cut evidence about the Great Indian story. After browsing relentlessly through various websites like FICCI, RBI, IMF, Stock Exchange websites, Wall Street Journal, Reuters etc I was bombarded by such complex articles, data etc that it was becoming increasingly difficult to convince my sixth sense that the ongoing Great Indian Story is going to make HBJ Cap subscribers millionaires in the next five years.

Tired and exhausted and my eyes virtually burning with pain from the noxious rays of my PC screen, I raised my hands and cried to the Gods to help me find a way out but neither the Gods nor the Goddesses seem to be listening to my ardent prayers until one fine day what seemed to be extremely complex suddenly became very simple to comprehend as if some magical force made its way into my grey cells!

In order to understand how different India would be in 2015 let us take a quick look at how India was just 5 years ago.

India’s GDP in 2005 was about US$785 billion which shot up to almost US$ 1400 billionin 2010. Experts predict that our GDP will cross US$2000 billion by 2015.

In simple words what this means is that there will be unprecedented opportunities and greater challenges for those ready and willing to seize the blessings of the Gods.

In order to get a rough idea and a feel about how fast our economy is growing, just look at the type of growth in just the following four sectors in 2005, 2010 and 2015. [ courtsey Business Standard of 23 October 2010 ]

Four Wheelers : 1.1 mn, 2 mn, 4 mn
Smart Phones : 100000, 25 mn, 225 mn
Internet : 25 mn, 75 mn, 250 mn
Multiplexes : 250, 800, 2000

I am silent on population growth because for obvious reasons – we Indians excel on this count even if we are No.2 after our Chinese brethren. And we should thank our stars for such honours because that’s precisely why we have been growing and why we will continue growing to the envy of the world at large..

If we just think of how many cars and two wheelers will ply on the road in 2015, then just imagine the infrastructure spending that will be happening in the next few years down the road. And if doesn’t happen, then expect to wait for hours whilst filling your tank and then getting stranded in torturous traffic jams for hours or even days at a stretch.

Imagine the type of job opening that will sprout in the months to come as all sectors compete to attract the best brains and those less fortunate will also manage to get jobs because that will be the need of the hour. Hire and Fire and Do or Die will continue to haunt the corporate world. None the less, the opportunities will be there and the challenges too. And all this will mean – new bank accounts, new mobiles, new PC’s, new laptops, new two wheelers, new cars, new apartments, more gas, more fuel, more mineral water and lots and lots of waste. And this reminds me – all along the way there may be one Enron or two Lehman’s but the real winners will be those companies dealing with waste, water, waistlines and wisdom.

At this juncture I would like to reveal my deepest thoughts that has been silently hiding in the deep caverns of my soul - this is the thought.While God is all too pleased to bless India with such fascinating gifts, the masses it seems are not eager to partake in such blessings. The masses still believe that they can become millionaires and realize all their dreams by investing money in mutual funds, post office savings, bonds, fixed deposits etc. It is like saying that we are excavating gold from the crust of our land only to see ships taking it all away from our shores by the foreigners! And my heart and soul bleed to see that my brethren lack confidence and unfortunately cannot muster the courage to play the markets even by relying on expert and proven advise of organizations like HBJ Caps.

Now, after reading the above if any one of you guys think that I am frequently urging you folks to become HBJ Cap subscribers just in order to hit my sales targets or whatever then you are dead wrong. I have more important things to do than urge you folks, especially the ones who are not our subscribers, to join HBJ Caps family.

And the reason is clear – India is destined to be a very strong economic power and that’s precisely the bulls will eat the bears raw year after year and I want you folks to join the Bull Party and see to it that you become rich beyond your dreams and beyond our dreams. As an Indian citizen, nothing in this world can give me greater joy than seeing my fellow citizens enjoying the wealth and prosperity that the Gods have so willingly promised to bestow on all Indians. Remember, HBJ Caps will not get richer and more prosperous just because a few more folks agree to become our subscribers. But rest assured, you will get wealthier and prosperous by becoming our subscriber – that’s my word and my word is my bond.

Do you think that the thousands of folks who are our subscribers are fools to part away with a few thousand bucks as if they have money to burn – NO. Absoultely NO. Our subscribers are the smartest guys on this planet since they have talent to recognize talent – instinct stronger than reason told them that if they sail with HBJ Caps then their journey to the Land of Wealth and Riches is rest assured – sooner than later. And with each passing year, they are coming closer and closer to the shore of their love – MONEY. That’s what we love, that’s what the world loves. And if somebody says they hate money – then let that guy be elected to be the Greatest Liar in this World and or rather let his/her name appear in the Guinness Book of World Records. True, money cannot buy happiness but then that depends on how you define happiness.

Kishor S. Khot, [Kishor@hbjcapital.com], Equity Strategist, HBJ Capital Services Pvt Ltd