The feeling is that every new rally has a new set of leaders. Could be the ones missed out in the previous rally (pharma, FMCG) or something totally new.

My personal feeling is that infra will still rule.

Comments?

Pharmaceutical sector may do well as it has underperformed in last few years.

Banking sector is another sector that I am comfortable with.

If we are stuck in a consolidation phase, no sector would see a collective move, but certain stocks in these two sectors may show strong out-performance.

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My hesitations with pharma are 1) the price controls exerted by the govt, 2) the heavy expenses of R&D and various stages of testing before a new product hits the market, 3) with India signing up to various IPR treaties, reverse-engineering may not be as profitable as before

Dear Alchemist,
Any picks from pharma and banking space?

With interest rates continuing southwards, decrease in new loans and possible increase in NPAs, is the banking sector still offers the same view as probably a year back?

Medium term looks bad for sure.

This food and crude oil led inflation won't allow RBI to reduce rates.

RBI may even have to hike rates a bit.

This will surely impact growth of the economy.

Long-term view will always remain bullish.

If an economy grows, the banking sector has to grow....

Next 6-9 months may be difficult for the banks and medium investors should be cautious.

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With fresh concerns on inflation, anticipated slowdown in growth, monetary tightening... does the banking sector still hold promise if view of next 2 years is taken?

In the view of senior members, which are the other sectors which are likely to come out of this pit faster and better than others? Any specific picks?

Hi !

I think Suzlon energy is that specific stock. Fundamentally strong, good future prospects and a leader in its segment. Now its near to its 52 week low and should be accumulated gradually on every fall/ rise of 10% + in next 4-6 months time.

@Alchemist
any other sectors for next bull run. what about tea,sugar. i think this bear run will end on or before nov 2009.i think next big bull run will start @ 2012-2013 and end @ 2015. what is ur opinion.

Whichever stock or sector emerges the leader, it needs a story-line. I don't see a story-line for tea. Sugar may have had possibilities in terms of ethanol, but the collapse in crude has ended that story for now.

If we are in a new bull market, the leaders seem the same as the last time around!

Consumer sectors to lead next bull mkt: Ridham Desai

Link

So, all our doubts are clear now

If the bull market has started, then it's not actually a new bull market, but a resumption of the 2003-2008 bull market.

January-October 2008 decline can be considered a mere correction of India's secular bull market.

In such a case, I believe, the characteristics of this second bullish wave would be similar to the first wave.

All sectors will participate in the rally.

Sectors that exhibited higher beta in the 2003-2008 bull phase are also likely to exhibit comparatively higher beta in this bull run too.

My bets would still be on banking, power, infrastructure, real estate etc.

These sectors still have a long way to go in the Indian economy.

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Looks like if you had bet on tea & sugar you wouldn't have done badly at all!!!

In my view Mamata Banerjee's Rail sector is good now a days because of RAIL BUDGET..Watch on KALINDI RAIL..it's suggest only for short term trader

I don't think All sectors are participating and we are in Bull run!

Watch out for sudden downsides! especially after budget!