Message Font: Serif | Sans-Serif
No. of Recommendations: 0

The dynamics of the banking sector has changed dramatically in recent weeks, thanks to Nirav Modi (PNB fraud) and Chhanda Kocchar (ICICI Bank). I still believe HDFC Bank could be the better of the lot. I'm watching Yes Bank as well. Not too keen on PSUs for now.

As for broader themes, consumption is one you're rightly focused on. I have my eyes on auto (as more and more people migrate from towns to cities), consumer durables, FMCG (HUL recently hit all-time highs).

Infrastructure is back in the limelight as the Govt. is visibly advancing mega projects. For change, it's not all talk but action.

Haven't done a deep dive into many stocks lately. Frankly, I'm not the small-cap hungry investor that most investors in India now seem to be. Blue chips lure me more. :)

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.