Way things are going in the economy, there is no sector or stock that looks like will grow at any decent pace. There is government led propaganda, but numbers do not show anything good. 2000 to 2010 growth was average 10%, now the papers are cheering 6.3%, that too some claim are fake numbers.
IT, Pharma, Realty, Power, Cement, Infra, Banks… everything is beaten down fundamentally, just not on the bourses.
If one has proper research and a team in place to constantly monitor the stock, only then it makes sense to concentrate ones investment. Not on hearsay, media or hope and expectations.