02 January 2021

2021: Year Of Small-Caps?

Yagnesh Kansara
Hot Sectors In 2021 Hotels With relaxed global norms, business-related travel will pick up. But demand will return unevenly Airlines Performances will recover first in the Asia Pacific, followed by airlines in the developed regions Retail Revival of e-commerce, and pent-up demand for essential and non-essential goods will help Infrastructure Push on mega projects, cheap housing and inflow to the industrial segment will boost the sector FMCG Deeper distribution in rural areas and higher urban consumption will benefit the sector Pharma Will gain from a steady domestic demand, coupled with capital efficiency and cost controls Power Electricity generation will rebound due to improved economic activity after the lockdowns Banking RBI’s move to infuse liquidity to support the banks will continue to help the sector *** As a rule, analysts rarely recommend small-cap stocks. They are...
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