Tag: Sector
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2024 Analyst Outlook: Growth/Tech Stocks, Sector Rotation, And Market Trends
hallojulie/iStock via Getty Images Large-cap growth stocks delivered for investors this year, presenting big gains compared to other investment classes. Jere Wang of JR Research thinks this strong large-cap performance may stay intact in 2024. Some beaten-down sectors – such as real estate, healthcare, automotive and consumer staples – may surface as attractive options next…
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HDFC Securities’ Parikshit Kandpal on what is driving demand in the real estate sector
Real estate companies are evolving into a pan-India landscape, expanding their total addressable market size, says Khandpal. Over the last year, the real estate segment has seen a boom, especially in the premium and luxury segments. The Nifty Realty Index has gained over 55 percent on a year-to-date (YTD) basis, with most players seeing a…
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Daily Voice | Sector tailwinds keep Anil Rego of Right Horizons PMS bullish on capital goods for long-term
Anil Rego of Right Horizons PMS “We are bullish on capital goods sector long-term due to sector tailwinds. The capex upcycle will witness infrastructure, power, renewable, petrochemicals and defence investments for the next few years,” Anil Rego of Right Horizons PMS said in an interview with Moneycontrol. He prefers companies with solid and diversified order…