Sector Analysis

Category to upload sector specific views

Consumer Discretionary Sector – Best Stocks, Performance & Future Outlook

Sector AnalysisBy Kedar B January 15, 2026

The consumer discretionary sector in India has historically been a consistent wealth creator for long-term investors. Over the last decade, it enjoyed strong tailwinds driven by rising incomes, premiumization, and limited listed investment options. We have been tracking the consumer discretionary sector in India for more than a decade now and have observed how the…

Building Materials Sector – Best Stocks, Performance & Future Outlook

Sector AnalysisBy Kedar B January 15, 2026

The Indian building materials sector has been a consistent wealth creator for equity investors over the past 15 years. Multiple segments within the sector such as tiles, sanitary ware, pipes, paints, plywood, and MDF benefited from strong housing demand, rising formalization and expanding distribution networks. However, over the last two to three years, sector growth…