BofA Securities reports the residential real estate sector is in its fifth year of an upcycle, characterized by demand exceeding supply. While luxury housing initially drove growth, a more balanced contribution from mid-segment and affordable housing is anticipated. Developers can expect continued booking growth, though volume growth was challenging in the past year, larger companies are consolidating the market.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like
August 13, 2025