Which industry will be able to survive in economic slowdown?

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Guru Vachaal, Jan 13, 2016.

  1. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    Indian Stock Market Indices are at 18 months low. Again we are at the same point where we had started after BJP victory. RBS has warned about global depression. Some large cap stocks are also at 52 weeks low. Chinese economy is done. If we fall 10-15% more from here I think there will not be any doubt about the situation.

    Although I am personally very bullish on India but my question here is if economic slowdown shows its true ugly face, followed by a bear run, which industry will be able to remain unaffected or less affected and which will be the most ?

    Please post your opinion.

    NIFTY 7510
    SENSEX 24682
     
  2. w4wealth

    w4wealth Well-Known Member

    Joined:
    Oct 16, 2015
    Messages:
    1,042
    Likes Received:
    339
    guruji i think discretionary spending sector would be good during slowdown in china and u.s.
     
  3. kharb

    kharb Well-Known Member

    Joined:
    Aug 15, 2015
    Messages:
    1,023
    Likes Received:
    735
    RIL ,Looks of a winner.The stock at nearly 52 weeks high,when global markets including India are bleeding.Happy days are here again, for RIL share holders.The stock with the highest weightage in my present portfolio and may prove to be stock of the year of 2016 ,in large cap universe NIFTY or Sensex.
     
    Last edited: Jan 13, 2016
  4. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    You mean consumer discretionary sector?

    How about the eGovernance, Liquor and core IT industry?
     
  5. w4wealth

    w4wealth Well-Known Member

    Joined:
    Oct 16, 2015
    Messages:
    1,042
    Likes Received:
    339
    yes guruji consumer discretionary sector.
    e-govn and liquor also good as domestic themes. IT industry i dont know really.
    guruji which companies do you like from these sectors? liquor - pincon, globus
    e-gov -?
    core IT - ?
     
  6. BombayBoy

    BombayBoy Well-Known Member

    Joined:
    Oct 25, 2015
    Messages:
    458
    Likes Received:
    328
    The ones that'll survive are beyond you and me in the unicorn club.

    There was a comedy program on bindass - sab ki lagegi. Reminds me of that.

    Finally the markets are catching up with the reality after all the hype of achche din aa gaye.
     
  7. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

    Joined:
    Apr 3, 2015
    Messages:
    322
    Likes Received:
    207
    I have bought ABM in eGovernance.
     
Loading...