Fears Vs Positives
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
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