Synopsis "There is a huge amount of opportunities ahead of us in terms of the consumer discretionary space. " Related Midcaps and smallcaps to contribute to profitability this time: Hiren Ved Don't chase the momentum, stick to Infosys, HCL Tech in IT: Hemang Jani Near-term market correction unlikely; Reliance can go up 20%: Rahul Shah The first theme is realty, housing and building materials which are big growth areas with job creating opportunities. The second theme is auto ancillaries and the third theme is textiles, says S Krishnakumar , Director, Lion Hill Capital . Where do you see an attractive margin of safety and risk reward in your favour? While the valuations are such that there is no room for error in terms of execution by various companies across the board, there are still lots of pockets which are benefiting from various initiatives taken out by the government and also the macro trade wins. For example, the capital formation in India has been very low. The investment has been pretty low during the last decade. Now it is inching up across corporate India, across the public sector units, government and also from the household investment rate, the capex in terms… Read full this story
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