• Performance of select real estate developers in India

    Introduction As we saw in part 1 of this article that we are at the cusp of a turnaround in the real estate sector in India. We are probably 2-3 years away from a broad-based recovery. If that is so, the next question is – what is the best way to take advantage of this turnaround. From an investment perspective, is there a better way of playing the real estate cycle than buying a house. The answer is yes, we can chose to invest in the stocks of select real estate developer(s). The stocks should provide a better return than the underlying real estate during the upturn in the cycle.…