Hello Ishmohit,
In your opinion which are the few themes in India which will continue to play out in the medium term?
I am positive about these themes
- Infrastructure
- Renewable Energy
- Ethanol, Biofuel capex
- Maritime: Cargo Handling, Ports operations and Ship Building
Not sure about the below themes which have already given massive returns recently
- Railways (IMEC uncertainity in short term)
- Auto Ancillaries
- EMS (P/E has exploded in last 6 months , and earnings growth does not match that)
| Subscribe To Our Free Newsletter |
