Dont Strart Tracking

If you are considering a 5-year perspective:

Card business

Home loan business

EMI-oriented firms

Broking (anything that encourages high-risk investing)

AMC firms

All are likely to be highly profitable, driven by banks.

Plenty of clues here :)

However, have a vision: don’t just invest for 5 years. Start monitoring the market from tomorrow. 

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