India + Gold: Peter McGuire Reveals What He's Bullish On In 2027, And The Sectors On His Watch
A infrastructure development with market-wide reach.
· NDTV Profit
For long-term investors,McGuire would look at infrastructure, health, consumer staples, energy and telecommunications, driven by India's young population and rising consumption.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- Sectors in the story: Infrastructure, Consumer & Retail and Consumer Durables.
Infrastructure
1M -10.5% · 3M -15.8%
Consumer & Retail
1M -4.9% · 3M -9.5%
Consumer Durables
1M -5.5% · 3M -12.4%
Sector moves are the average of the stocks we track in each sector.
In this story
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