Undergone stimulus packages, rate cuts by RBI, and leverage of lockdown restrictions have already given motivation to the economy which is back on its track.
Another Fiscal stimulus is in the upcoming few months and it's in the budget that the government will hold the hands of the economy positively.
The Infrastructure sector expected to upbeat and is to see a significant order rise due to government thrust and better road and rail connectivity.
Further, the demand for cement, metals, and capital goods industries will be raised too.
If we see GDP data it would be highlighted as much better than earlier Indian economic recovery.
Agriculture, manufacturing, and utilities came out as positive YoY growth of 3.4% and 4.4%.
India is coming back to its business track in its major sectors like Auto, Infrastructures, and mining.
Few investors think about a couple of months that have passed, saying that the jump in auto sales during July-September 2020 was pent-up demand but due to Covid-19 impact passenger vehicles, two-wheelers and tractors are expected to sustain the performance.
Whereas some commercial vehicles may show gradual recovery.
So, one should consider stocks like Infrastructure, FMCG, IT, telecom, pharma, capital goods like cement and metals in our portfolio for 2021.
New Buybacks of TCS are also in the market and NTPC, Ajanta is already in the market whereas ETFs of gold Bees are good to go.
I hope this information for our 2021 portfolio maintenance would help you to know more and stay connected with us in our blog series.
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