The indian real estate story could be a bubble but momentum is certainly left.
The general opinion is that of over heating in real estate markets but the valuations,
growth oppurtunities available compared to other emerging markets are less.
A compelling oppurtunity going ahead.
These 2 stocks have the least exposure to SEZs which is the riskiest thing that real estate
companies are undertaking .Hence we prefer these two.
Best Picks:
Bombay Dyeing cmp: 772
target: 930
Ansal Properties and Infrastructre cmp: 942
target: 1200
Detailed Report on Ansal Housing coming soon.
Tuesday, November 21, 2006
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