Markets
BSE See NSE See 59,015.89
-125.27 (-0.21%)

Top five investment themes to keep an eye on!

Shashikant Singh
Rate this article:
3.5
Top five investment themes to keep an eye on!

Aditya Birla Sun Life AMC, a subsidiary of Aditya Birla Capital, launched its annual trendspotting report on Thursday. The alternate assets equity investments team of the asset manager has captured the key enablers of any big structural trend and based on this, it has arrived at the five big trends for the future.   

 Manufacturing: A mix of push & pull factors to drive manufacturing in India like Atmanirbhar Bharat & ‘vocal for local’ initiatives by the GoI along with diversification of global supply chains.  

 Digitalisation: Digitalisation in India, fast-tracked due to the low cost of data, government initiatives like Aadhaar, UPI, and increased adoption by the corporate sector to improve productivity.  

 Sustainability: Rising risks from the environment are pushing the government & companies to adopt a more sustainable way of doing business through green fuel, green technologies, and green mobility.  

 Cyclical revival in real estate: Low-interest rates, COVID-19 induced WFH trend and industry consolidation induced by Real Estate Regulations Act (RERA) & availability of capital to larger players should lead to a revival in real estate and ancillary sectors like building materials.  

Revival in mid & small-caps: Mid and small-caps after three years of underperformance should outperform large-caps, led by economic recovery, lower interest rates, and increased representation in emerging sectors like chemicals, digital platforms & others.  

Previous Article Privi Speciality Chemicals zooms 14 per cent on signing JV agreement with world-largest flavour & fragrance company
Next Article Five stocks witnessing short built-up
Please login or register to post comments.

Get A Call From Industry Experts

Send Otp

   I authorize DSIJ Pvt Ltd to contact me. This will override registry on the NDNC.

DSIJ MINDSHARE

Do you know these auto and auto ancillaries stocks more than doubled in 2021 alone?

After having traded negative in a three month period the BSE Auto index is up by over 3 per cent in one month and about 2.6 per cent in past one week alone.

Yogesh Supekar / Article rating: 4.1
In 2021 we find that several stocks from the auto and especially auto ancillary sector have more than doubled with the top gainer jumping higher...

Multibagger Alert: These Finance Sector Stocks have gained up to a whopping 3330.77 per cent in 2021 alone!

Some of the financials that outperformed the markets have turned out to be multibaggers with the top gainer Flomic Global Logistics jumping higher by a whopping 3330.77 per cent in 2021 alone.

Yogesh Supekar / Article rating: 3.3
The leveraged businesses considered most risky, however are seen making a strong comeback with Nifty Bank trading at all time highs. It is in fact...
1345Last

Knowledge

1345Last