We expect rates to be cut this year; 3 sectors that are going to benefit: GV Giri

Real estate is expected to benefit the most from falling rates, while big developers will flourish, small developers will not. Cement and building materials companies will also perform well due to growth in housing and government backed infrastructure. Falling interest rates and strength in housing will be a good investment opportunity in the construction & infrastructure sector, and recommends stocks like APL Apollo Tubes and PNC Infratech for portfolios.