Leading sectors or themes for the bull market

I believe the bull market is on. But I'm not sure which sector will lead the bull market. According to Basant Maheshwari, it has to be a new sunrise sector that will change India in a big way. He is betting on housing finance. Others say it could be defense stocks. Maybe it is discretionary spending theme.

Thoughts?

 

where will market go?which sector will lead?Nobdy knows for sure.But we know -MARKET HAS OLD HABIT OF SUPRISING EVERYBODY.

 

oh thank god, i thought its only me who get surprises.

 

find best companies in defence, housing finance, housing.

 

Best Names in the defence sector please

 

i was going to go with BEL & LT but changed my view based on the facts presented in this forum and am going all out on dairy & egg products - Heritage Foods & SKM Egg because even our armed forces will need nutrition to stay fit & battle ready!

 

Very interesting perspective and turn of events. Had to be at far flung suburb bhayander the last couple of days ...passed through many western suburbs to get there and had to keep my eyes and ears open to the advertising blitzkrieg and maddening crowds drawn by it.

 

Found very good stocks in the above mentioned sectors, but yet to find the money