Best Value Stocks and Sectors in Indian Markets
Ramdeo Agrwal, of Motilal Oswal Financial Services has given an interview on MoneyControl talking on top sectors and best stocks in those sector to buy now. He believes in value investing and says that there are lot of investing opportunities
Sector Picks for Value Investing:
- Cement: Cement Stocks are currently available at fair valuations and because of the huge investments in Infrastructure and Real Estate sectors the cement sector will post smart growth in the next couple of years.
- Midcap Banks: Midcap banks also offer good value-investing oppurtunities. Banks such as South Indian Banks, IndusInd Bank, Yes Bank, Bank of Baroda etc are posting smart growth and they will continue to grow as the economy is expected to grow by 8%+
Big Oppurtunity for Growth: Two-Wheeler Vehicl market offers one of the best growth oppurtunity in the Auto space. This is manily because there are only two main players ‘Hero Honda‘ and ‘Bajaj‘ and there is not much competition. The sector itself will grow every year as more and more. Responding to the question on any growth left for Indian Bike makers, Ramdeo Agrwal gave example of sheer size potential in China — they do almost 35 million motorized-cum-electric bikes in China every year. India do about 9.5-10 million. So the potential to grow and the size of the market which can be for two-wheelers for our country, which has USD 1,100-1,200 per capita income, is very large. It also has to cater to the replacement market demand.
Source: MoneyControl.com
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