Rakesh
Jhunjhunwala's Top Share Investment Ideas for 2014
India's billionaire investor Mr. Rakesh
Jhunjhunwala, Partner, Rare Enterprise, is of the view that equities will
return more in the next 3 years as against real estate.
"It (equities)
will surely be better than real estate because although there is demand, there
is no affordability in real estate. I do not invest in gold & real estate.
Equities will give good returns over the next 3 years," added Mr. Rakesh
Jhunjhunwala.
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| Mr. Rakesh Jhunjhunwala |
"He is of the
view that Titan is undoubtedly going to be the leader of the Indian gold
market. There is going to be a big shift from unorganised to organised. If
after 5 years of stupendous growth there is one year of no growth, I am not
worried, he concludes. Mr. Jhunjhunwala is very bullish on Housing Finance
companies, but if we look at the way DHFL was valued and it has a niche for
loans below Rs. 12.5 lakh which is the fastest growing sector and the market is
at ..
In the auto space,
Mr. Jhunjhunwala is bullish on Tata Motors because it is going to be world
leader in luxury cars and if we look at the quality of the products no other
product is available and they are also delivering on earnings.
He is bullish on Firstsource
Solutions Ltd which has rallied about 80% in the year 2013, largely led by
Indian which was going up against the USD.
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