I wish I had a crystal ball to gaze into to find out which sectors are going to grow in coming years. As investors we can take educated guesses on this topic and hope for the best. I think in the run up to 2024 elections, we might see a lot of govt spending, so infra, railways, power etc could be the sectors to watch out for.
Another field which will keep investors excited would be the EV field. There will be different ways to play this theme and we will have to keep open minds to find out potential winners. Against that, it will be a fertile ground for operators to plant stories and rosy pictures and create potential bull traps. So we have to be wary of rumours/half truths and so on.
Any investment opportunity where there is a win win situation for the company, its suppliers, customers will be a great opportunity. There will be such opportunities from time to time, and we have to be on the lookout for these kind of opportunities.
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