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This is Year 2030 ! NEXT MULTIBAGGERS in 4 FUTURE SECTORS. Are these 12 growth stocks for you ? - YouTube
Channel: StockAdda with Janak
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In this video, I will be sharing
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4 sectors with immense future growth potential
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best part, I will discuss listed Indian stocks
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which, in the future, can be profitable.
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Till then friends, please comment & tell us
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about futuristic stocks from your portfolio
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Theme 1 is Bio Energy or Ethanol blending
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Niti Aayog has laid a roadmap till 2025
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that proposes blending 20% ethanol is most fuels
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which in turn could hype ethanol's demand
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Currently, India imports 85% of its fuels
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which totals to 55 billion dollars
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This is great pressure on Indian economy
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under this E20 program, India will save
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upto 4 billion $ or 33000 crores annually
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which is a huge number.
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this program has 3 major benefits
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Firstly, cost saving is an aspect and
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even sugar industry will benefit since
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the sugar industry supplies ethanol
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and the third biggest factor is
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less pollution
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ethanol-fuels are cleaner than fossil fuels
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that benefits the environment greatly
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By 2025, anticipated demand for ethanol in India
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is around 1016 crore liters.
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Currently, the manufacturing capacities of ethanol are 684 cr litres.
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And in the coming times
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govt targets to expand upto 1500 cr ltrs
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this hints that ethanol producing companies could plan expansions
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keeping in mind the demand and growth
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the sugar stocks have risen immensely
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Globally, a lot of countries are adapting to the concept of ethanol blending
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like Brazil, USA, European Union & China
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No doubt, there are negatives to this
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like Ethanol blended fuels are less efficient
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but as technology develops, this should reduce.
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but the biggest risk I foresee is
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of electric vehicles
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if in the coming years, electric vehicles are adapted
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we won't need fuels as much in vehicles
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this risks the E20 program greatly
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If you've understood the EVs vs E20 point
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So do press the like button!
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It'' be indicative that I have explained the point clearly
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In general, under E20 the sectors that'll benefit the most are
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the sugar sector stocks!
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as per market cap, I would like to discuss two companies in the sugar sector
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Shri Renuka Sugars has recently planned a 450 cr ruppee expansion
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their current capacity is 900 kL per day
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which is expected to go upto 1400 kL per day
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this is a very ambitious expansion plan
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Even Balrampur Chini is planning a capacity expansion.
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Overall, their expansion plan is of 425 cr
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which is additional 320 klpd in capacity
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another company that I'd like to discuss is
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from bio based tech and engineering sector
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and they recently recieved a huge order
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To set largest syrup based ethanol plant
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even the order books are constantly improving
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and 64% of its domain is bio energy
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which is excellent
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and this company is Praj Industries!
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But there's a caution in this entire theme
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sugar related businesses are cyclical
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these businesses are tough to understand
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and the biggest concern are the financials
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hence we need due diligence before entering any sugar stocks
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in the coming section I will be discussing two sectors that
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will either lead digital India
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or could be the biggest beneficiaries of it
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next future sector is , technology start ups or web based platforms
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in the years to come
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increasing smartphone penetration,
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faster internet speeds are needed
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we must keep an eye on aggregator companies
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companies that unite buyers and sellers
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or ones that provide mobile services
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there are listed stocks in this domain
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like Indiamart and Info Edge
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But I'd like to mention two more stocks
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the first name is ZOMATO
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that technologically connects restaurants with their consumers
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as internet improves, such platforms would expand to tier 2 towns as well
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the best part about such online platforms
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is the lack of an inventory
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hence there is less pressure on the working capital
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the next share I'd like to discuss is
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is a gaming platform: Nazara Technologies
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in the smartphone age, this company definitely has an edge
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but as people's disposable incomes rise
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such companies have a sure shot benefit
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even participative environment will be encouraged in future
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in simple words,
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group activities that can be stimulated online
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and gaming is no different
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By 2035, gaming's growth is around 14%
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and in India it should grow by 39%
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and Nazara is India focused along with gaming
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another sub sector is of Fintech payments
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in simpler words, the companies that make payments easy
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no major companies are listed in this sector yet
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like PAYTM or Policy Baazar
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but in future, these IPOs can be an interesting buying opportunity
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If you are also waiting for these IPOs
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then definitely press the like button below.
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Though valuations are still a concern in this sector
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I've made detailed videos on Nazara and Zomato's Ipos
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Do check those videos out
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But valuations is still a concern in these companies
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this is where I'd like to caution you guys
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another game changing sector is communications
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and high speed network is needed everywhere!
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If you observe our old videos, we've always talked about communication tech
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like AI or IOT
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and for all the web platforms discussed before
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we need fast and reliable internet
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Data is also called the new oil
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I won't just be talking about 4G, 5G
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rather we'll discuss how communication sector is a game changer
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example, Elon Musk's company : Star Link
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that provides internet through satellites
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this has a clear benefit
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seas, mountains, war areas will also
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get internet services
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internet would be in every corner of world
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first stock that comes to my mind when
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we talk about communication is Airtel
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Airtel's business is continuously evolving
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DTH, Broadband, B2B Businesses
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It is also in south asia and africa!
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they are also the first to demonstrate 5G in India
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they also have Airtel ads
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which is similar to Affle
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they've also launched IoT solutions
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can't miss Airtel Payments bank
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I'm not saying these business will be successful
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but the ones that do succeed
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will be on a growth trajectory in future
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the next stock is Reliance Industries
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their customer base is more than 40 cr
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monthly each user consumes around 13GB data
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But just like Airtel, Reliance has also evolved
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they have a complete eco system for digital services.
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like Jio Mart, Jio Saavn
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Jio Games, chatbots etc
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they've also partnered with FB and Google
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such partnership will also benefit Reliance
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They are also growing through acquisitions
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focussing on preparing a complete eco system
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Both these companies belong to telecom
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and telecom is a capex heavy industry
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so any investor should keep this in mind
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capital heavy industries can have debt in their books from time to time
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but wherever 5G is concerned
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we always talk about telecom companies
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but an aspect we ignore conveniently is
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the telephone tower business
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our next company is the largest Tower infrastructure provider in India
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they have more than 1.8 Lakh towers
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and is present in all 22 circles
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could be the backbone of digital India
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and will benefit greatly with 5G rollout
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and this stock is Indus Towers!
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In fact, they have great financials
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24 % ROE and 1.04 PEG ratio
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11% free cash flow on invested capital
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they've also shown growth in sales and profit
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there's no disruption without technology
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next company is an IT company
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and provides tech services in 5G and communication
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they have a program called TECHMNXT
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that focuses on 4 next gen ideas
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AI, Blockchain, Cyber security & 5G
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and this stock is Tech Mahindra!
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they provide specific services related to 5G
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like network services and telecom sector engineering
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hence they stand out from other IT companies
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and even telecom equipment manufacturers would benefit
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tell us, in the comments, if you own a 5G related stock
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I am about to discuss something very interesting.
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before that I'd love to share an observation
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all the companies that we've discussed until now
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have had concerns like valuations or debt
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regardless, these stock prices are high
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so here's our take away from this
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the market has already discounted their future growth aspect
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and it's not necessary that these sectors will grow in the future
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hence you need to be selective while investing
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these stocks could be like bubbles which burst in future
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and finally, the disclaimer
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this video is not any recommendation
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it's only for educational purposes
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please consult your financial advisor before any investments
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our last sector is inked with the space
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in the years to come, space exploration could be huge
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In fact, Jeff Bezzos, Amazon Founder
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Expressed that he would love to explore space
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and he's made it possible too!
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space travel is still far fetched for common man
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but space related technology will grow
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ISRO explores this actively
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we should look out for companies that work closely with ISRO
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and one such stock is MTAR technology
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we have discussed MTAR more than once
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in our small cap and IPO videos before
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access these videos from the description box below
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MTAR is a precision engineering company
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which works on Space, Nuclear, Clean Energy
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and other related themes
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MTAR works on national projects
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and is a beneficiary to policies like Aatmanirbhar Bharat and Make in India
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I have discussed 4 future sectors with you
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but there are two more themes
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EV stocks and AI stocks
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which can grow in future
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so do check out these videos!
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