Sector Research

Ajay Khandelwal's picture

Lifecycle of a sector in developing economy

It happens in almost all developing economy ..

Beginning

A sector get initial traction -- 
investor discover the sector and pour money --
Middle

 more companies pop up to take advantage of opportunity -- 
 new companies create more competition -- 
 lowers profitability of established player 
Maturity

sunil jain's picture

Which would be your favorite sector of coming budget ?

Budget is on the way. Let's discuss which sector should be beneficiary in next budget and why . I need some solid arguments in favor or against sector.

chetan parikh's picture

What's in store for cement stocks in this year

Ultratech is out with poor results blaming mostly to southern demand where demand growth (9%) is not matching capacity addition (27% ). What lies ahead for these cement stocks ?

rahul das's picture

Technology sector will lead the rally this year

There are numerous reasons to believe that technology sector will be the leader in next rally compared to banking and realty in last year.

About rahul das

Author is Investment strategist at top 5 broking firm based in Mumbai.

radha55's picture

Can hotel sector recover before next recession starts ?

Anonymous's picture

Which sector to buy and which one to avoid ?

rahul das's picture

Why Indian retailers are not making money ?

About rahul das

Author is Investment strategist at top 5 broking firm based in Mumbai.

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