You can look at 3 sectors for September. The first is the defence sector which is likely to see good traction on defence orders in sourced. You can look to buy specific stocks like Bharat Dynamics, HAL, Walchandnagar Industries etc.
The sector to look at is the agricultural beneficiaries. In this light, you can look at stocks like UPL and Rallis that make agrochemicals. You can also focus on stocks like M&M and Escorts which are in the less cyclical tractors business, catering to the rural segment.
Lastly, the third sector is our a recent favourite, pharma sector. Focus on stocks like Glenmark and Divi which has a good franchise in the fast growing API market which could be the big growth avenue as global players reduce their dependence on China.
You can look at 3 sectors for September. The first is the defence sector which is likely to see good traction on defence orders in sourced. You can look to buy specific stocks like Bharat Dynamics, HAL, Walchandnagar Industries etc.
The sector to look at is the agricultural beneficiaries. In this light, you can look at stocks like UPL and Rallis that make agrochemicals. You can also focus on stocks like M&M and Escorts which are in the less cyclical tractors business, catering to the rural segment.
Lastly, the third sector is our a recent favourite, pharma sector. Focus on stocks like Glenmark and Divi which has a good franchise in the fast growing API market which could be the big growth avenue as global players reduce their dependence on China.