If the economic recovery continues to gather momentum and does better than expected, then stocks of capital goods companies may outperform.
The relative valuation of midcaps versus large-caps are at a historically low level, said analysts at Elara Capital.
This flood in global liquidity allows us the luxury to look beyond the immediate future i.e. FY21 and focus beyond i.e. FY22.
Sectors like banks, non-bank finance companies (NBFCs), consumer durables and non-durable players, would all make interesting bets.
If you buy a high-quality business that has growth potential, then do not bother about short-term stock price fluctuations. These stocks will eventually rise as and when the tide turns.
Financial advisers are professionals with deep understanding and expertise in how investments work
Always keep in mind that it can rise or fall by 20-40 per cent in a given year
The need of the hour, analysts say, is to take stock of the situation logically and then plan your investments based on how much risk one is willing to take.