Theme for the year: RATE SENSITIVES

Posting a theme that would generate considerable income this year is a good idea. The theme or sector performing well in the coming time truely seems to be the BANKING SECTOR and REALTY SECTOR. The higher interest rates are supposed to come down in the coming months because of ease in Inflation which is hovering well below the RBI comfort level of 4%. Also buzz of tax cuts on the street by the finance minister in the upcoming budget will spark the stock prices. Therefore one should buy on all dips in these sectors. Some of my favourites in these sectors are:

1. DLF
2. UNITECH
3. OMAXE
4. PARSVNATH DEVELOPERS
5. KOTAK MAHINDRA BANK
6. AXIS BANK
7. STATE BANK OF INDIA
8. UNION BANK OF INDIA
9. BANK OF INDIA

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