The way we live and do business is changing the world over.
Suddenly, gasoline is out-electric is in, conventional metals are getting replaced with carbon fibre and graphene, new uses of minerals and rare earths are being discovered and deployed, cash is going out of fashion and digital transactions are the order of the day, flying taxis, drone deliveries, and other sweeping changes are upon us.
Being stock market investors, we must cash in on the disruption. Here then is a list of companies that will enable and thrive in the new economy. However, remember to keep up to speed with technology changes. For example, shale gas exploration was hot a few years ago when oil prices touched $80, today most shale gas companies are selling assets at a massive loss.
In this post, which is a collaborative venture with our Twitter pals, we will focus on:
1. Electric vehicles
2. Waste to wealth
3. Ports
4. Digitization
5. Defence
6. Urban modernization
7. water purification
8. Seeds (I have yet to add a couple)
This list will build up over time, therefore keep coming back for more. Else, Follow @TheBullBull on Twitter for live stock market updates.
Please send your suggestions and I will be happy to review and upload if these look good. Thanks.
Here we go:
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Please check
? #Kriti Nutrients recommended last week on blog
https://hiteshyadav.blogspot.in/2017/09/kriti-nutrients.html?m=1
Simple and perfect sir …… great work
Hi Sir,
This is again a great article. I saw a description regarding block chain for Oracle Financial. I too can feel the future for automation and IT technology.
Also it would be great if you could help in discovering listed companies working on
1>Block Chain ?
2> Robotics?
3> IOT?
4> Mirco Technology.
All major IT companies will get into these technologies, or they will acquire some US based startup
https://www.abmindia.com
Abmknowledge is similar company I found for modern urbanisation …
Thanks for article Sunil sir…..
Sie, given the global trend do you feel its right time to get stocks of companies dealing in robotics?
Indian IT yet has to keep pace with the latest technologies. Are you aware of companies that are into robotics? Please share.
Zen technology. Not into robotics but on simulators.
Looking for a good support for portfolio
I am a new follower of yours & after reading your article it seems I am at the right place. Thanks
Dear Sunil,
Superb blog which comes out as honest as one can find. Keep up the good work.
Really impressed.
Thank you.
Hi,
I am a new follower of yours & would like to know about Sree Rayalseema Hi strength Hypo —-> Water Purification Chemical & Camson seeds & Camson bio.
Thanks in advance.
Dear Sir,
I am a new follower of yours & I would like to know about Sree Rayalseema Hi strength hypo which is engaged to mfg of water purification chemical & other two companies which are in seeds segment they are Ca,mson Seeds & Camson Biotech.
Please let me know your opinion about these companies.
Thanks in advance.
Recommended Sree Rayalseema HH at 171.. jumped to 280, now 235.. it’s a good stock.. Camsons are languishing since long and i have yet to study
Thanks.
Whenever you have time please do check about both camson stocks.
Great article sir….
sir please post what are the triggers for ion exchange and can we keep it for next generation stocks , iam your new follower , waiting eagerly
regards drvivek patil
Ion Exchange is a well managed company. EPS is 40 and t is into water treatment for industries, which is big business. IMO, it should be held for the long term.
sir at cmp gravita india is it a strong buy for long??
waiting reply
I think it is time to see investment in cos. involved drone as it is going to proliferate in very short time for industrial, govt and retail use. Any research on such Cos.
Semiconductor, Radial MLCC and aluminium companies will do well.
respected sir please add new script in seeds section or any other new i think its a grt buy time in multibagger 10 bagger hunt waiting eagerly
regards drvivek patil