Is the tide turning in favour of insurance, real estate stocks? Chakri Lokapriya answers
Chakri Lokapriya says that while DLF's profit margins from their latest project will be high, it cannot be extrapolated to the entire real estate sector. Lokapriya also advised investing in SBI Life and HDFC Life from a positional investment perspective but warned against long-term investments due to tax rate and price point changes. The recent upgrade of price targets on insurance stocks by 5% to 25% by CLSA may signify a turning tide for the insurance sector.