There is no major change in the fundamental story of the domestic economy. India would continue to be the second fastest-growing economy in the world after China. These are some of the sectors that are looking good from a long-term investment perspective. Investors can build their portfolio by picking good stocks from some of these sectors.
Infrastructure and real estate
Infrastructure and real estate sector activities go in high gear in a fast growing economy. Infrastructure is one of the most popular sectors in India. There is a big demand for development in hospitality, airports, housing, malls, special economic zones and infrastructure in India. Lots of new schemes are coming up under the public-private partnership scheme.
Retail
The India retail sector is one of the most growing sectors in world's. The share of organized retail sector is five percent of the total retail market in India. The share of the organized retail segment is growing rapidly day by day. Lots of International players have already jumped into the domestic retail sector and many others are showing interest in this sector.
Telecoms
India telecom sector is one of the fastest growing mobile markets in the world. Mobile companies are witnessing their markets growing day by day. Telecom companies are showing sideway movements due to the confusion in spectrum and license allotment by Telecommunications Regulatory Authority of India to telecom companies but there is a huge potential for growth here.
Power and energy
The domestic economy is growing at around 9 to 10 percent per annum. The demand for power and energy has a direct co-relation with the growth in economy. India's per capita consumption of power and energy is growing quite fast. Companies are going for capacity additions and fulfill the growing demand for power and energy.