So far am being coming to the right conclusion
- Pharma
- Chemical – that are used in Pharma applications
- Consumer Discretionary : Am seeing at chemical side.
- Commodity – Pellets, Refectories, Steel, Sugar
- Real Estate : Salary has not risen but the rents have increased a lot – so many switching now to own house with EMI payment than paying the same rents. Interest rates are high too, well waiting for the housing interest rate subsidy to kick in.
- Power/Energy (Renewable side) : Solar EPC, Transmission, Transformers, Wind Turbine Companies, Power Finance companies.
Not sure how much will be true.
One can draw a correlation between power – IT : because if we are going for 5G tech and planning to spend on AI, Data Center much more : we need lot of resource based at power such as transformers, Generators, transmission line, fibre optics much more.
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