January 2, 2008

Bullish on Logistics, Hospitality & Energy '08

After 50% growth, everyone needs a break. I do not think that anyone is expecting these kind of returns YoY. But we still expect at least 15-20% growth from here. We may be looking Index at 22,000-25,000 .

we are bullish on any industry, which is supporting the oil and gas upstream or coming up with an infrastructure project.

Hospitality stocks, oil and gas and infrastructure would continue to be very good. I think logistics is the other sector, where more and more outsourcing will happen. Corporates will go for third party logistics outsourcing and that is another sector that we are very bullish on.

No comments: