Indian Government as part of the Make in India vision has given big boost to manufacturing high end defense products including missiles, submarines, frigates, fighter aircraft etc. involving private sectors companies. The listed conglomerates like Larsen & Tourbo, Bharth Forge, Reliance Defence, etc and public sector undertaking like Bharath Electronics are going to be the major beneficiaries. This is the right time to invest into these stocks. However, you may further seek expert opinion from your capital market advisor as a second opinion. These stocks are going to give multibagger returns in the future. The risk reward ratio is also favourable.
Modi government as part of the 100 smart city plan, shall give due consideration for waste water treatment especially in view of the water scarcity being experienced in many parts of India. To my mind there is only one company in the listed space which will be the real beneficiary - VA TECH WABAG. You may research on the net to get a real input about this finest quality Indian multinational company. WABAG is one of the world’s leading companies in the water treatment field. WABAG’s key competences, which are based on over 90 years of plant building experience, lie in the design, completion and operation of drinking water and wastewater treatment plants for both the municipal and industrial sectors. WABAG offers sustained solutions for special customer needs through a comprehensive range of services and innovative technologies.
These companies offer low risk high reward proposition for investors in the future.
Even you can further research yourself to get an estimation of the above facts yourself prior you plan your investment. I just shared my views for the kind perusal of interested investors.
Regards
Shaji Manghat