Samvat 2083 | Bala Picks Financials, Energy & Consumer Durables As Top Investment Themes

Which sectors could deliver returns over the next three to five years? A Balasubramanian, MD & CEO of Aditya Birla Sun Life AMC, identifies financials, energy and consumer durables as key investment themes for Samvat 2083. He expects financial companies to benefit from a revival in credit growth after a period of consolidation, while continued investments in renewable and conventional energy could create opportunities across the energy value chain. Consumer durables, meanwhile, could gain from an improvement in spending sentiment, supported by potential income growth following the Eighth Pay Commission. Looking beyond the medium term, Bala remains positive on capital goods and defence ancillaries, backed by sustained public and private sector investments. Here's where he sees India's next big growth opportunities.