



Fears may give us Opportunities
Fears Vs Positives

Budget effects?

Inflation?

Tax increase?

Energy crisis?

Increased Interest rates?

Increased Material cost?
Challenging yet we can win when we select the right stock & right price
With IMF support long term micro finance will make positive changes for listed companies
Budget will support USD earnings STOCKS Plus Agriculture & Tourism

Agriculture

Tourism related

Plantations

Export services & Manufacturing

With foreign fuel suppliers come to play using their own USD
Those foreign suppliers may be they will use Sri Lanka as a storage facility as well this may ease off energy crisis to a level


With many inflation concerns at Europe western populations will select Sri Lanka as a Destination for winter & will still be affordable for them –Already many countries ease off the travel restriction for their citizens to travel to Sri Lanka


with all these developments plus high inflation STOCKS will be a Best tool for investors those who have funds


Yet we need to select most viable stocks that can get us more benefit..
Some of my guesses

LIOC – coz of their business Type

EXPO – Parents buying back

Plantations – HPL AGAL ELPL KOTA KAHA MADU CTBL ASIY RAL ..

Exports – HAYL MGT RICH DIPD HAYC RAL RHL EMER TJL REXP HEXP

SELECTED HOTELS with less loses or less Profits & OTHER USD EARNING STOCKS



Managing Margins & Give space to your Brain