"We believe Indias manufacturing sector, financial sector and discretionary consumption sectors have a long-run way of growth, and many companies from these sectors have shown great competence and maturity while dealing with operational scale, capital allocations and governance of businesses. We are also positive about the communication services industry, which has experienced a turnaround after a series of issues."
Hardick Bora of Union Asset Management Company is positive on high-ticket consumption sectors, including real estate. India s is at an inflection point in real estate. After underperforming for almost a decade, the sector is set for an above-average growth, he says