Subscribe To Our Free Newsletter |
How should you play the real estate theme? Varun Goel answers
"The real estate sector will continue to experience strong growth in the coming years. One should be cautious about the high valuations of certain companies in the wires and cables and building materials sectors. There is potential for a revival in the residential real estate cycle, particularly in the NCR area and investing in residential real estate players with strong balance sheets and good corporate governance. One should avoid excessive debt and poor corporate governance to prevent permanent capital destruction."