As we step into a fresh market cycle with Q2 earnings around the corner, global volatility cooling off, and domestic demand showing resilience…
Some sectors are buzzing with momentum (like auto, capital goods, and PSUs)
While others seem to be losing steam (like IT and FMCG — or are they just consolidating?)
Which sector do you believe will outperform in the next 6 months — and why?
Healthcare
Financials.
Most of the momentum funds added/gave more weightage to stocks from Financial sector and there are several stocks which are close to 52 week highs or ATH.
Interest rates cooling off can also work in their favor.
Healthcare Sector seems to be one, which is an easy bet without having to find any rational or cyclical reasons.
I believe this was also Rakesh Ji’s final piece of advice to his fellow investors: invest in healthcare.
@RahulDeshpande such guidance on which sectors will run should be given by Dhan to all the users on monthly basis calculated as per thorough insights 
bullish on wealth management
We do not plan to offer any guidance on which sectors to invest in. Our focus is on delivering high-quality information through our products and content, which empowers traders and investors to make informed decisions on their own.
One sector which explored was Data Centres. We have created a detailed video where we mention about how a data centre works, its businesses, capital allocations and much more.
You can watch it in here. Additionally, if you have any suggestions on covering a sector in depth then let us know that we will try to bring in.
Additionally, some other sectors that we have covered:
Sectors that can outperform the industry, would be Fertilizers and Spec Chem. @RahulDeshpande
Disclosure: Not an investment advice. I am not SEBI registered and I don’t know anything about markets.
Can you share some light on why you think fertilizers and Spec chem can see growth in upcoming months?
Sure @RahulDeshpande
Limited global supply coupled with strong demand and same here in India. Farmers have been using more urea than recommended, alongwith other fertilizers. There also were overnight big queues in Karnataka some weeks before, just to buy fertilizers. Same with many other states.
We have had a good monsoon so far, which will also lead to a good amount of fertilizer usage.
Overall, the fertilizer scenario can be summed up as, Low Supply + High Demand + Panic Hoarding + Good Monsoon + High Agriculture Output Requirements.
SpecChem is a very broad range, and there are select few players which are getting ready to capitalize on the global weakness because of unstable policies of the USA and China +1 strategy and some SpecChem pockets could be Carbon Black, Amines, Nitrites and Performance Detergents, coupled with high CapEx by Indian companies for a decade almost.
SpecChem can be summed up as, Niche Products + High CapEx going online + Innovation + China+1 strategy.
