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Three large caps for next year

Rajesh Parikh's picture
Submitted by Rajesh Parikh on January 3, 2010 - 22:04

Mundra Ports

I like mundra ports for several reasons.Setting up a port of this size is not an easy task and their is huge entry barrier with almost no competition.With big acquisitions and growing infrastrcture India's export and import both have only one direction. That means more business for Mundra.

Infosys

I am positive on infy for 2 reasons ..a) better value proposition on international front b) more large projects in lndia. Identity management project can create big numbers for IT cos.

ABB Ltd
New power plants and upgrade to power grids , electric locomotives gives ABB huge opportunities in India.


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