Next theme to bet on

Hi everyone,

Over past 3.5 years many themes have outperformed the stock market by a big margin.

I am looking for the next theme to bet on.

Following is the list of the sectors which have not performed well for past 1-2 years and would like others to join some themes if there is any.

  1. NBFC sector like Bajaj Finance etc
  2. Retail sector like DMART
  3. Paints Secror like Asian and Berger paints
  4. Speciality Chemicals like almost entire sector
  5. Textile Sector like Sportsking
  6. Gas distribution sector like IGL, MGL etc
  7. FMCG like HUL

Any value addition is above list is most welcome.

  • Fintech
  • Defense

i think this one is chewed up :slight_smile:

innovation
infra
manufacturing
railways

my long term multibagger bet will be on battery stocks

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Oil. We need oil for coming 5 -10 years no matter new energy fundamentalists think and say.