As we welcome upcoming new year full of happiness excited to execute many new new plans. we have selected some different themes for investing in new years. New year will gives us well opportunities as well as many challenges. We wish our readers a very happy new year as well as another rewarding year of investing.
TRAVEL AND TOURISM : Travel and tourism industries has changed to solid long term opportunity from a cyclic business. Now large number of peoples are interested in traveling and setting aside money for travel. This is reflected in steady increases in average room rentals and occupancy in hotels, this causes unbalance in the hotel supply and demand , this will raise the income and the new airport opening will Improve the air connectivity across the city. These trends will positively impact on ancillary sectors such as luggage and travel agents. These companies like Indian Hotels, Interglobe, Safari, EIH etc. could get benefits on this themes,
FORMALISATION : As the income of indian households are increasing and healthy economic growth, more branded and premium products are being preferred by consumers, this helps shifting from unorganized to organized sectors. The price differentials have been reduced between unorganized and organized sector after government has introduced GST, it supports formalisation. Various consumer segments like jewelry (Senco gold, Sky Gold), apparel (Trent), Footwear, Restaurents and grocery, Cables (Havells, Polecat), are likely to see market share gains by organized players.
CAPEX : As we have seen previously that NDA Government has more focus on infrastructure development and strongly working on defense projects a power sectors, make in india initiatives have also a good steps. Recently central government’s Capex declined similar to 13 percent in H1FY25 owing to lower disbursement thanks to the extended monsoon and LS Ekection. We expect accelerated projects from H2FY25 with Highways, Defence, Power as well as Railways expected to see a surge in projects. We expect the NDA Government will continue to prioritize infrastructure spending which would eventually crowd in privet sectors investment. L&T, RITES, BEL, NCC, HG Infra Engineering are some of the players that will get most benefits from this theme.
Electronics Manufacturing Services (EMS) : In the previous few years these EMS sectors has seen a rapid growth. By 2025-26, Government of India is targeting USD 300 Billion worth of electronics manufacturing. The contract manufacturer like Dixon Technologies, Amber Enterprises etc. are major players that will get most benefits.
SEMICONDUCTORS : The upcoming new year is likely to be a transformative year for the indian semiconductor industry. Companies like TATA Technologies and Micron Tech will roll out the first made in india semiconductors chips in the coming months. The government is looking to expand the india semiconductor mission beyond semiconductor fabrication and chip packaging units to include component companies.