Top 5 sectors with growth prospects
==========================
Pharma
======
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
=====
Colgate, Godrej Consumers, GSK Consumers
The growth momentum is expected to continue on the back of rising
incomes and higher consumer spending.
Telecom
======
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
======
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
=====
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
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