02 January 2021
2021: Year Of Small-Caps?
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
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As a rule, analysts rarely recommend small-cap stocks. They are...