Mfg, digitisation, realty to drive returns next 3-5 years: Aditya Birla AMC

Aditya Birla Sun Life Asset Management Company (AMC) has said manufacturing, digitisation, sustainability, revival in the real estate sector and resurgence in mid and small caps are the key themes that will drive returns over the next three to five years.

The asset manager says spotting the trend during various market cycles is the key for identifying opportunities.

“We believe that the key to successful investing over a long period is an ability to spot trends. Looking at data since 2002, the top five performing sectors vary greatly in each market cycle. The variation in returns among the best and worst performing