Sorry to butt in and wrong thread for it.
But winners of last cycle will not win new cycle. (Old market saying).
There are signs of inflation moderation in the USA and europe. Both the FED and ECB are considering rate cuts. In such a scenario these laggards will change,
Even if you are india specific then rural consumption has bottomed. This year rains are good and farm produce will be good.
FMCG market set for 7-9% revenue growth in FY25: Report – Industry News | The Financial Express
Govt welfare measures could boost rural demand, private consumption: HSBC – The Hindu BusinessLine
Rural recovery has started. this gives ample reason for increased fmcg volume growth.
Pharma is on stronger footing for some players.
Banking I have no clue, IT is stabalizing and regrowing as IT majors change strategy to deal with an LLM driven narrative.
P.S: Ofcourse other sectors can continue to do well. But they are relatively more expensive. Good to hold. Tough to make new entry. (Pockets of cheap stocks in old engineering companies still)
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