Not keen on realty stocks for investment, prefer M&M to Tata Motors: Hemang Jani

economictimes.indiatimes.com:

Hemang Jani, Independent Market Expert, says realty stocks have run up quite a lot. Once there is a bit of a lull in terms of the new project launches or the sales that they are doing, the market could react a bit negatively because it is a high beta sector. So, for momentum play, quarterly numbers play, Jani would be positive on Lodha and DLF, but he is not comfortable buying them from an investment perspective.
Jani also says he would stay away from Tata Motors and if he has to bet, he would go with M&M which looks to be a much better, cleaner bet at this point of time.

This has been a year of consolidation for the cement sector. At the end of 2024, there are fewer players than there were at the start of 2024. But the issue is that a lot of other segments also have not played well with the cement sector, especially on the pricing front.
Hemang Jani: The sector has been going through a slowdown and despite the consolidation with two major players commanding about 75-80% of the capacity, when you look at the operating performance it has not been the best that one can really expect, but there is a sense that following a pickup in infra and the government spending and the rural side recovery, we might see good growth coming back.

Prices have started inching up, particularly in the north, west and eastern side. In the Southern market, there is still not much clarity. So, from a risk-reward point of view, from a purely next three or four quarters’ profitability point of view, the sector looks attractive and it would