For medium term (1-1.5 year)
– my strong bet would be on pvr inox due to the strong pipeline of movies about to release in upcoming year like never before !!
for a little longer time period
would be speciality pharma intermediaries like dr reddy, natco, biocon, that are well positioned or are working to capture the oppurtunity arising from expiry of patent of billion dollar drugs like ozempic (weight loss drug), keytruda(key cancer drugs)..
2– Shipbuilding theme also getting tailwind due to increasing budget allocation and govt attention in this sector like never before..
For a long term bet,
i would choose precision manufacturing or energy related stock that will get tailwind due to oppurtunities arising from increasing development of small nuclear reactors, fuel fabrication, nuclear energy theme
would appreciate to get your feedback!