Summary of 'Strictly Invest' group's top picks

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Summary of 'Strictly Invest' group meeting held at Orchid today:

Hitesh Jain - GMR Infra- largest private airport operator in the country
Delhi and Hyderabad airports will generate 3500 +Cr in cash flows from airport operations alone


Kuntal Shah - Real Estate-if India goes on the same trajectory as China, the real estate sector can give multi-fold returns in the next 10-15 years



Jatin - GE Power India - Play on move to electrification and power for all



Nitin - Sandur Manganese- Play on increasing iron ore and manganese prices



Tushar - Tata Elxsi - It's forte on emerging technologies like AI, automated driving etc makes it a bet on the future



Dhruvesh Sanghvi- Oberoi Realty-Play on Mumbai real estate,branded play, commercial rentals


Bhavin Shah - Delta Corp- Play on India's casino industry- High probability of off shore coming on shore



Viraj Mehta - APL Apollo- Play on India's GDP growth



Deepak Shenoy - Windsor Machines -Play on injection moulding machines