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Mehta Group 21st Foundation day THE TRAILER…. Market Performance – Jan to Dec 2014 9200 8700 NIFTY 38% Equity Return 8200 7700 7200 6700 6200 5700 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 The Trailer…. Market Expectation –2015 to 2024E…. 35% CAGR Equity Return Nifty 8400 Jan 2024 Jan 2015 The show finally begin…. India, The Rising Star WHY INDIA • POPULATION • DEMOGRAPHY • ASPIRATION • TECHNOLOGY But WHY NOW We finally have the CATALYST !! Global fall in prices of Natural Resources India’s Economic Transformation Indication of Real GDP growth bottoming out GDP Growth 2013 2014 2015E 2016E United States 2.2 2.2 3.1 3.0 Euro Zone -0.4 0.8 1.1 1.7 Japan 1.5 0.9 1.1 0.8 China 7.7 7.3 7.1 6.9 Brazil 2.5 0.3 1.5 2.0 India 4.7 5.4 6.4 6.6 Source: Economic times E paper Jan 2015 Domestic Institutional Investors (DII) & Foreign Institutional Investors (FII) flows on an upward trend Domestic Institutional Investors (DII) – USD Bn Total flows USD 107Bn FII USD61Bn DII USD 46Bn Foreign Institutional Investors (FII) – USD Bn Total flows USD 46 Bn FII USD 73 Bn DII USD -27 Bn 5.1 10 17.7 5 3.2 0.3 9.5 0.1 9.2 23.4 25.8 25 20 6.4 10.9 13.1 13.7 13.2 ` 5.8 -4.1 -0.9 -10.4 FY04 FY05 FY06 FY07 Source: BoA Merrill Lynch Global Research, IMF forecasts* FY08 FY09 15 8.5 -12.7 FY10 FY11 FY12 FY13 -8.9 FY14 FY15E FY16E Asia to lead the Growth Engine, India will be the Driver A new world order 1. Real GDP Source: The Economist Intelligence Unit Corporate India’s Landscape Changing Rapidly India is delivering fastest billion dollar companies as compared to Countries the rest of the world 2000 2010 2020E Growth US 818 1265 1900 50% Germany 86 128 200 56% Japan 604 853 1225 44% China (Incd Hk) 51 465 2500 438% India 19 141 750 432% Source: Thomson One Banker, BCG Analysis WHY EQUITIES Asset Classes: • BANK DEPOSITS / FD’s • REAL ESTATE • COMMODITIES - (Gold/Silver etc) EQUITIES Country grows by X Equity markets grows by 3X -Liquidity -High Return -Least Expensive Msearch View: Equities are the Best Bet In the Long Term Indian Household saving parked in Physical Assets & Bank Deposits Distribution of Household saving Source: RBI Annual Report 2013 Distribution of Financial Saving Source: China Household Finance Survey WHY US • Rewarding Relationship. • 2 Decades of experience of promoters. • Strong Emphasis to personalised service. • Identification of Ideas at early stage & providing Multibagger ideas year on year. • Focus on Small & Midsize companies to create multifold returns. Multibagger VGuard PI Industries Kewal Kiran Clothing Ltd Recommended at Rs 80 in 2010 Recommended at Rs 459 in 2011 FV Rs 5 Recommended at Rs 360 in 2010 CMP Rs 1000 CMP Rs 506 at FV Rs 1 CMP Rs 2000 Mehta Yearly Portfolio Performance 2014 Mehta Yearly Portfolio Performance 2014 Prices Updated as on 3rd Feb 2015 Msearch Yearly Portfolio Investment Idea 2014-2015 Investment Idea 2014-2015 Trading Stock / Investment Idea Sl No Name 1 Mold Teck Packaging 2 Pennar Industries 3 Industry CMP Market Cap Recommendation Rs Cr Containers & Packaging 237 269 Buy Iron & Steel Products 62 756 Accumulate JBF Industries Fibres & Plastics 259 1698 Buy 4 Granules India Pharmaceuticals 832 1701 Buy 5 Ashoka Buildcon Roads & Highways 146 2314 Buy 6 HSIL Sanitaryware products 410 2709 Buy 7 Greaves Cotton Industrial Machinery 146 3588 Buy 8 City Union Bank Banks 92 5541 Accumulate 9 M&M Financial Finance (including NBFCs) 251 14327 Accumulate 10 Adani Power Power Electric Utilities 51 14661 Accumulate 11 HPCL Refineries/ Petro-Products 628 21270 Buy 12 Tech Mahindra IT Consulting & Software 2878 69075 Buy PMS Performance Navigating Indian Equities- THE GIRIK WAY PORTFOLIO MANAGEMENT SERVICES Managed by GIRIK CAPITAL Multicap Growth Equity Strategy Relative to Nifty - Return Performance Deep Value Strategy Relative to Nifty - Return Performance Thank You ! & Happy Investing ! Corporate Office: Mehta Group 612, Arun Chambers, Tardeo Road, Mumbai 400034 Tel: +91 22 40070100, Fax: +91 22 40070102 Email: [email protected] Website: www.mehtagroup.in Disclaimer: This presentation may contain confidential, proprietary or legally privileged information. It should not be used by any one who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that Mehta Group. is unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmission and further acknowledges that any views expressed in this messages are those of the individual sender and does not bind Mehta Group unless the sender does so expressly with due authority with Mehta Group. Neither Mehta Capital management Pvt. 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