One and a half year long correction in Indian security markets have started showing sign of completion.
A strong bull run is like a strong tide and it will lift all sectors. However, there will be some sectors which will give 1.3x return while others will give 3x return.
So now relevant question is how to make our investment to gain 3x returns.
To identify champs for next bull run. I have done comparison of various indices with respect to Nifty.
Those sectors which will lead from front have already taken the lead and shown breakout.
While balance sectors have started showing bottom.
I will make my investment strategy to first invest in leading sectors and then when trend matures in 9-12 months book part profit and then bet on lagging sectors for final 6-8 months.
Very clear ranking can be seen:
Out-performers are
FMCG, Banks, Auto, Finance, PSE, MidCap, Reality, MNC, Infra
Under performers
Small Cap, Metals, Pharma, Energy, IT and Media.
There are other themes like Defense and Railways which do not have index but are looking good.
This is how I plan to go about trading markets in next 2yrs.
How about you?
A strong bull run is like a strong tide and it will lift all sectors. However, there will be some sectors which will give 1.3x return while others will give 3x return.
So now relevant question is how to make our investment to gain 3x returns.
To identify champs for next bull run. I have done comparison of various indices with respect to Nifty.
Those sectors which will lead from front have already taken the lead and shown breakout.
While balance sectors have started showing bottom.
I will make my investment strategy to first invest in leading sectors and then when trend matures in 9-12 months book part profit and then bet on lagging sectors for final 6-8 months.
Very clear ranking can be seen:
Out-performers are
FMCG, Banks, Auto, Finance, PSE, MidCap, Reality, MNC, Infra
Under performers
Small Cap, Metals, Pharma, Energy, IT and Media.
There are other themes like Defense and Railways which do not have index but are looking good.
This is how I plan to go about trading markets in next 2yrs.
How about you?
