I have decided to pick 3 sectors.
I am questioning myself why? why not just 1? that is what has been suggested by everyone
because 1 i am familiar with but not an expert in is alcobev sector and it won't do any addition if i just pick that sector.
Ok then why not 2? you'll have an easy hand on alcobev but also a new sector to learn.
Yes good point, but i recently started reading on healthcare sector and i can't get away from my fascination of this sector as the sector is evolving at a rapid pace with AI integration and the substantial amount of PE deals happening in the sector. which is the ultimate place i want to be.
Understood. Then you should just stick with these 2 sectors. why put one more ball in your basket?
Because most IB analyst positions or equity research positions under my sight are looking specifically for Real estate sector specifically.
Ohh so you just wanna learn about real estate because it might land you a job opportunity.
Pretty much yes but one more thing, I have never been able to figure out this sector like what do companies in real estate do? are they just construction companies or are they just real estate selling companies via tender. Actually this question was partially answered by my friend recently who has 3 years of workex in real estate. It includes the rebars/re-inforcing bars and other construction materials too, i mean that is what i remember.
Maybe you don't remember it correctly.
Possible but i still wanna pick 3 sectors as this is the number which popped in my head as soon as i thought of picking the number of sectors to track. and also i do have a little time on my side, I'll just have to restrict fun for a while, which is ok considering that i am doing this for my future self.
Sure if you are ok going into this then go for it.
It is Final then, I am picking Alcobev industry, Heathcare industry and Real estate industry.
And the players i'll be focusing are
Alcobev - United Spirits || Radico Khaitan || Allied Blenders
Healthcare - Max Healthcare || Apollo Hospitals || Dr. Lal pathlabs
Real estate - DLF || Macrotech Developers || Oberoi Realty
All set!
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