Bulls Eye Opportunities in the Current Sensex Run-up
For the last two years, the Sensex has been driven by good monsoons, the metal commodity cycle and foreign investments. Hotel stocks and real estate not only offer an opportunity to ride the Sensex euphoria in India but also to hedge portfolio risk.
September 6, 2005
By HVS New Delhi
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Summary
For the last two years, the Sensex has been driven by good monsoons, the metal commodity cycle and foreign investments. Hotel stocks and real estate not only offer an opportunity to ride the Sensex euphoria in India but also to hedge portfolio risk.
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