Key Points
Sandip Sabharwal, asksandipsabharwal.com, says I would say metals are contrarian bets for 2024..
They have not participated in the big rally and the main reason for that has been what is happening in the Chinese economy..
Now, there is a possibility that we will see a rally in these stocks as long as the Chinese economy does not slow down further..
Sandip Sabharwal: Among the largecaps, I would say that something like Tata Steel could possibly do well, like the iron ore story is also looking decent..
Sandip Sabharwal: The theme is very strong and both holidays, vacations, travelling so in the travel segment you have stocks on the PSU side like IRCTC but then there the upside is limited. I believe that InterGlobe aviation is very well placed for the next few years..
