This optimism on the stock is largely linked to the changing business dynamics in the sector. For the coming quarters, the earnings prospects of India’s hotel industry look quite bright. This is because of favourable demand-supply dynamics. The supply of hotels is expected to be weak while the demand for rooms is likely to improve further.
Private sector banks set to generate Alpha in 2025: Radhika Gupta
Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She
February 6, 2025