Telecom, FMCG & pharma are the only three sectors which will show some growth this year: Centrum Broking
How long can one remain invested in this steroid or liquidity-infused market because those who think it is only liquidity are not participating and are feeling left out and those who are participating know that this could turn any time. So what should one do?
This is a liquidity-infused market and I believe for the next six to nine months, this liquidity will be there and you may find more of this liquidity coming in as countries across the world face more challenges. So I do not think this rally is obvious. This liquidity will not go away in a hurry; so you have to be at least invested. What kind of stocks you choose to invest in is different but I believe you should be invested almost fully in this kind of a market.