Top 5 sectors with growth prospects

[Sukumar.N]

Top 5 sectors with growth prospects
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Pharma
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Cadila, Piramal Healthcare

It is a play on the huge available opportunities in the contract
research and manufacturing services space and on account of the
blockbuster drugs going off-patent over the next few years.


FMCG
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Colgate, Godrej Consumers, GSK Consumers

The growth momentum is expected to continue on the back of rising
incomes and higher consumer spending.


Telecom
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Bharti Airtel, Reliance Communications


There remains tremendous potential for mobile companies to increase
tele-density. Thus, performance by telecom companies is likely to
remain strong.


Banking
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HDFC Bank, Axis Bank, ICICI Bank

The long-term prospects remain strong (underpinned by strong GDP
growth of 7-8% and increasing credit penetration), especially for
large private banks that continue to gain market share, have strong
core profitability and are available at attractive valuations.


Media
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Balaji Telefilms, PVR

For similar reasons and greator discretionary spending going forward,
it is a good domestic story to bank upon.


N.Sukumar
Research Analyst
www.kences1.blogspot.com