Sectoral Roadmaps for Future Growth

I found the recent cover story discussing the bearish sentiment among FIIs and the underlying reasons quite informative. I’m particularly interested in learning more about the sectoral performances and outlook. Could you provide details on sectors expected to have a positive outlook ahead? - Varun Garg 

Editor Responds: We appreciate your kind words of encouragement. Certainly, assessing sectoral strengths, opportunities, and threats is crucial when making investment decisions. Morgan Stanley recently downgraded chemical stocks, indicating that the chemical sector may still face challenges due to Chinese dumping practices and intense pricing competition, which have impacted profitability. Global investors have indeed displayed a cautious approach towards such sectors with cloudy futures.

Investors, following the allocation of portfolios in the Modi 3.0 cabinet, are eagerly anticipating favourable announcements from the government. Prime Minister Narendra Modi’s promise of significant reforms within the first 100 days of his new term has heightened expectations. Such boosts are expected to positively impact overall sectoral developments as well. This is an opportune moment for us to publish a special issue covering comprehensive economic and sectoral reviews. Stay tuned to gain valuable insights.