This is a very good thread. I was also trying to understand what could be the possible segments that will get into a pessimism mode in the next 5-6 months given the global macro scenario.
The top sectors that come to my mind are
- IT services
- Industrial chemicals for export
- New age tech company, some of which might have some pricing power / network effect but are passing through pessimism.
- Apparels maybe.
I will try to go deeper into subsectors but its great to notice such thread has been created.
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