Top 5 Market Sectors To Invest In 2015

4. Railways

Last year, the Union Cabinet cleared the proposal to set the composite cap for foreign investment in the defence sector at 49 per cent, compared with the current 26 per cent foreign direct investment (FDI) ceiling. Railway operations and projects were allowed to receive up to 100 per cent FDI.

According to says Holland, of Ambit Investment Advisors "If government is spending money on railways, then we want to find out who supplies the tracks, the signals, who supplies the carriages - those are the kind of stocks which we want to look at and which we think will perform going forward and again,"

Stocks to benefit: Railways: Titagarh Wagons, Texmaco, Kalindee Rail, and L&T

5. Defence

Same would be in defence, who are the supplier. If you are going to make a ship or you are going to make a submarine, who supplies the parts to that, explains Holland. He recommend investors to look and identify those companies, and that is a theme that will play out over the next three to five years of who supplies in India. So many dark horses will emerge from it.

Defence: BEL, BEML, Bharat Forge, and L&T