My notes
Not all sectors are free to hide
If you see valuations of capital goods, power, infrastructure, psu, railway’s doesn’t give me any comfort to enter them…
Of course there are certain stocks that might do well but the big question here is
Will FII or DII buy such expensive companies?
They too will think and calculate the risks and upside left for the stock…
Of course if any HNI or DII/FII has bought this stock at a far very cheap price they would tend to average at some correction
But what about those who are waiting on sideline?
From sectors point of view I see
Auto
Chemical
Pharma
Are still normal to cheap level depending on each company.
Defense is a big opportunity however what are in defense
Drone
Anti Drone
Radar
Aerospace
These would do definitely well
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