@Begger of GYAN Safe(2-2.5x)
1) ICICI/HDFC Bank
2) Reliance(2x if hydrogen dream fails, 10x min if they succeed, in 10 years)
3)infy/TCS(2x)
4)hdfc life/ICICI Lombard(2x)
5) CDSL6) HAL, MAZAGON, COCHIN, DEFENCE STOCKS(2X)
RISK(5X)
polycab(moderate risk, 3x-5x)
Paytm(high risk, 5-10x)YES BANK(5X)
Fusion microfinance(5x)
High Risk(10x)
Magson
Good themes that would play out in future, I am yet to identify the good stocks in that theme
1) smart metering contracts
2) power infra
3) export oriented textiles
4) space sector
5) defense ancillary
The most important part is the integrity of the management, it has to be good and trustworthy
Other boarders are welcome to comment on this if they feel any share should definitely not be in the list( with reasons)