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stocks to buy today: 7 stocks to bet on in realty, HFC and logistics space: Pankaj Pandey


Are you recommending your clients to buy real estate stocks or is this hot air?
The real estate sector is consolidating. It has not done well for the last 10 years but things are changing structurally. In the last four years, the share of the top 10 developers has gone up to nearly 19% from 6-7% odd. So obviously, supply is limited as more players have moved out. The supply is definitely not going to keep up pace with the demand. The interest rates or the mortgage rates are quite low. The other aspect is that people are now preferring to buy properties which are more readymade and that is where companies which have got better balance sheets have done well or are expected to do well. ....

Pankaj Pandey , Tata Metaliks , Axis Bank , Head Research , Mahindra Life , Gateway Distripark , Can Fin Home , பங்கஜ் பாண்டே , டாடா உலோகங்கள் , அச்சு வங்கி , தலை ஆராய்ச்சி , மஹிந்திரா வாழ்க்கை , முடியும் துடுப்பு வீடு ,