Key Points
There are some short-term and medium-term good things for them in terms of both the Covid opening up story, which has already played out and the fact that movies have made a comeback because movie production had lagged a little bit..
So, a demand issue would bring down prices and cause an effect versus in America where interest rates are very high right now and they are probably also sitting on the brink of something happening in the real estate sector which is probably equally worrying..
I honestly think there will be a lot more demand for both railways and defence orders that are coming in and while these stocks have run up quite a bit, there is actually a significant room for growth from here even though the prices have run up...
I also think some of the domestic consumption stories and high precision engineering stories will make a difference because if one starts manufacturing for India, a lot of the things that you need from an angle of setting up a manufacturing unit will require high precision engineering equipment, consumables and so on...
So, green energy or the electric vehicle revolution is a common theme and it played out and it was much more in demand last maybe two years ago than it is now but you are seeing a lot of those stocks still doing well...
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