Rate Sensitive like Banks and Real Estate should do well as the rate cycle is about to turn. But the recent sharp runup warrants entry immediately. Favourite pics would be Federal Bank, Corporation Bank, HDIL but only on correction.
Yes Summit it seems so that rate sensitives should do well. But the point is since we have already rallied 20% in last 2 months I would wait out before taking any bet immediately...
Very few people have voted for hotel sector which is clearly ignored in the current market. Indian Hotel languishing at 60 while Hotel leela at 35. I think They might be good contra bets as the replacement cost for these hotel companies is at least 5 times more than their current market cap.
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Rate Sensitive like Banks and Real Estate should do well as the rate cycle is about to turn. But the recent sharp runup warrants entry immediately. Favourite pics would be Federal Bank, Corporation Bank, HDIL but only on correction.
ReplyDeleteAmit what's your opinion?
Yes Summit it seems so that rate sensitives should do well. But the point is since we have already rallied 20% in last 2 months I would wait out before taking any bet immediately...
ReplyDeleteVery few people have voted for hotel sector which is clearly ignored in the current market. Indian Hotel languishing at 60 while Hotel leela at 35. I think They might be good contra bets as the replacement cost for these hotel companies is at least 5 times more than their current market cap.
ReplyDelete