As we all know, currently Metals, Wealth Management and capital goods sector are hot and in momentum…
I have created a list after studying their charts and bit of a fundamentals…
Requesting all of you to comment on this.
I have not studied these cyclical sectors in detail…and their cycle can change anytime. But given the infra work going on , basic metals demand will be intact in next 1 year atleast…
Metals
Hindalco
National aluminum
Jindal steel & power
NMDC
Hindustan Copper
Hindustan Zinc
Wealth Managers
CAMS
Nippon India AMC
Motilal Oswal
CDSL
Real Estate
Oberoi Realty
Phoenix Mills
Godrej Property
Capital Good
ABB
Siemens
Energy sector, Defence sector and railway sector I have not mentioned as I already have them in my portfolio. I am in the process of shortlisting and adding out of this list.
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