“I am still very comfortable with infrastructure, cement, steel and a little bit of pharma because pharma also seems to be doing well and I am not so wild about IT and I have missed the banking sector totally. I am actually not so great about banks but they seem to have jumped up a lot.”
"The Indian government s focus on completing infrastructure projects before the elections in May 2024 will create significant demand for cement, steel, chemicals, and construction companies. These sectors are good investment opportunities for the next seven to eight months. The PSU banks will continue to perform well due to government spending, while the IT sector benefits from a weaker rupee. Additionally, there is potential in the hospitality sector, particularly in Indian Hotels and East India Hotels. "