investment strategy: 3 sectors Hemang Jani is bullish on for near term
“We would have a positive view on the sector. And the good part about real estate this time is that the net debt to cash flow situation continues to remain quite good. So, our preferred picks within the sector are Lodha, which has corrected almost about 12-15% from the top and Godrej Property, which has done exceedingly well and has not corrected much but I think the overall fundamentals, the data points continue to remain positive,” says Hemang Jani, Independent Market Expert.
I wanted to flag off the kind of move that we have seen in terms of the sell-off that we have recently witnessed since the 27th of September. And, of course, a lot of those rate-sensitive sectors have gotten quite badgered, but it has been real estate that has…