Pre-Budget Info 2011 By Paras K.Ghelani(PG) by parasghelani


									Dear Friends, Investors & Group Members,

World's biggest democracy India's budget is going to be announced from the bags of Shri Pranav
Mukherjee, finance Minister on Monday i.e.28-02-2011. Common people of India, Media,
Industrialists of India & abroad, FII's, Domestic Inst.Investors, Mutual Funds, HNIs, Retail
Investors,Emplyers,Employees all are looking towards Shri Pranav Mukherjee. Whole World's Big
Financial Heads are keenly waiting for india’s central budget,cause U.S. and Euoripean Economies
are struggling against their weak economy and industrial slowdown & trying to come out from it,
Where as Emerging Markets/Economies like India, China,Brazil, Russia are doing good since last 4-
5 Years……

All previous 3-4 budgets were super-duper budgets for all common people, Industrialists,Infra
Policies,Economy,Development,Reforms & also for the Stock-Market. This year also, people from
all over India & abroad hoping for repeatation of history. Even I also believe that Central budget
would be as good as Dr. Manmohansingh's image. Since Last 2-3 months india’s,Corporate’s &
Congress image was burst due to 2G Spectrum & all related scams…..So Congress might use this
as a opportunity to neutrilise the negative effect…

But, Finance Min. has to take care & has to fight on many front like… High Inflation,High Food
Inflation,Fiscal Deficit, Rising Crude Oil Prices, Slowing Economy Growth as well as
Industrial growth, Further push to Agriculture growth so as to achieve agri sectors
targets,Volatality of Foreign Stock Markets,Indian Stock Market,& its effect on indian
economy/market, Higher price of Dollar & Commodities may increase import cost of India as well
as slow down for exports, Tax-payer's Expactations, Liquidity Flow Control, Keeping lower Interest
Rates and To Keep GDP Growth above 9( Told In Yesterday’s Economy Survey) in coming

This time finance minister will get the full support of Prime minister who himself was a finance
minister & was the promoter of the Economic Reforms. Mamta's Rail Budget was average. It
seems that, this Central Budget is going to be people, Investor, Industry & Stock Market Friendly.
But again FM has to take care of Tax plannings,Higher Inflation,To Continue Economic Reforms,
PSU Disinvestments, To Create New Employment Opportunities, Fresh investments, Support to
Indian industries for development & growth in India & abroad…..

Many Sectors are Waiting for good announcement. Many sectors are struggling against severe
competition…so that sectors really needs to boost up, require some great policies decisions and
some good relief in taxation front. Last few months data of Economic Growth & IIP was really bad
but Global Export & Tax Collection data is coming out with mind blowing figures...Record Break
tax collection which fullfills Finance Minister's last year budgetary expactations…..
Monday’s budget will be well balanced, likely to focus more on Employment,Rural Development,
Agriculture growth, Infrastructure Growth. Coming Budget can be called as " Comman-Man
Budget "....

In coming budget following Sectors likely to gain/rise of positive/good announcement done by
FM. Keep a close eye on stocks belonging to these sectors which is given here also for your ready
reference. Undoubtly this year budget is likely to focus more on common people,Farmers, More
Economic Reforms, To Contraol Inflation, Push/Thrust to Industrial Growth…. Because of FM has
to take care of Smt. Sonia Gandhi's & Congress’s image which is very very bad since last 3-4
months events…..

Here are the few hot scripts sector wise. If these sectors related news is positive then these
companies will be in lime light & may create firework in coming days.

Sector :                        Co.’s Will Be benefited if Good Announcement :

Oil and Gas :                 MRPL,Petronet LNG,Essar Oil,Reliance
Infrastructure :              IRB Infra,DLF,Unitech,HDIL,IDFC,GMR,LITL,Rel Infra,HCC
Disinvestment :               Hind Copper
Power :                       R Power, JP Power, Suzlon, NHPC, NTPC,REC,Sturdy Ind
Housing :                     DLF,Unitech,HDIL,HCC,Ajmera,Sturdy Ind
Aviation :                    KFA
Banking :                     Indus-Ind,Vijaya Bank
Pharma :                      Lupin,Anus Lab
Agriculture :                 REI Agro,Karuturi Global,Usher Agro,Rungta Irrigation
Telecom :                     R Com,TTML
FMCG :                        Godrej Consumer,REI Agro,Karuturi,Kriti Neutriens
Oil Exploration :             Hind.Oil, Assam Co.,Great Offshore
Fertilizers :                 Chambal,Nagarjuna
Retail :                      Godrej Consumer,S Kumar,Timex,REI Agro,Karuturi,Kriti
Finance :                     IFCI,TFL,Ind.Lease Development,IDFC,Edelweiss
Mining & Minerals :           Hind.Copper,Kachchh Mineral,Sesagoa,Guj NRE
Metals :                      Hind Copper,Sesagoa,Balasore Alloys,Welcorp,SPSL
Textile :                     S Kumar,Super Spinning,SELMCL,Alok,Winsome Yarn
Chemicals :                   HOCL(Hind Organic),India Glycol,Shree Rayalseema
Hotels & Tourism :            Hotel Leela
Insurance & Housing           IFCI,LIC Housing, Ind. Lease Development
Finance :
Sugar :                        Riga Sugar,Bajaj Hind
Engineering :                  Batliboi
Irrigation :                   Rungta Irrigation
E-Governance & IT              Edserve
Education :
Auto :                         M&M,Maruti
Tea :                          Assam Co.
Media & Film:                  RBN,Shri Ashtavinayak
Plastics :                     Rungta Irrigation
Exports:                       REI Agro,Usher Agro,Karuturi,S Kumar,Super Spinning

High Risk Traders/Investors, Keep Eyes on, Sturdy Ind, Ageegold, CHD Develop, ATN Inter,
Asahi Infra, Birla Erricson, Ferro alloys, Hind Motor, ITI, Kriti Ind., Calcom Vision,
Noble Explos, Onward Techno,Ispat,Bellary,Austral Coke,Kriti Ind,Kriti
Nuetriens,FSL,Caprihans… from respective sectors.

We may see Solid value buying if positive announcements made in any of the above mentioned
sector & stocks before/after budget. So take a print out of this list & have a close eye….

Please Note that, all sectors & scripts mentioned in this article is purely our personal opinion only.
Take decision of investment at your risk & at your end.

May u all get profits in all scripts u have or u r going to trade.

With Best wishes & regards,

Paras K.Ghelani(PG)
Research Analyst,Stock Market Consultant & Adviser,
Mobile :090990 10827
Yahoo ID : smile_starter_for_u_1

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