The 2001 dotcom crisis led to a boom in infrastructure and industrials. The 2008 financial crisis led to a series of populist measures sparking a consumption boom. And now the Covid-19 crisis, according to Vikas Khemani, has sparked a sectoral shift, bringing wealth-creating opportunities for investors.
More specifically, manufacturing and information technology are the two sectors that will present such options over the coming years, the founder of Carnelian Capital Advisors told BloombergQuint in an interview. He advocated identifying such longer-term trends and tailwinds over trying to figure out short-term movements.
“Nobody can say how much revenue will come next quarter, next year. The only thing is that you see the tailwind, use that tailwind and sit on the right ship and you will make a lot of money,” he said.
The investment advisory firm was the first to spot the potential…