Joseph is becoming increasingly constructive on the construction and real estate sectors, particularly high-quality names, after they have been 'beaten to dust' and many construction stocks have fallen to microcap status. He anticipates capital rotation from Dubai property and precious metals into Indian real estate and equities, viewing real estate as inflation protection.

George Joseph’s track record: 3 graded calls · 95% CI 21–94%

Nifty MetalBullishCalled 25 Mar 2026Graded 19 Jul 2026
Verdict:MISS

Nifty Metal rose from ₹11342.20 to ₹12445.65, an increase of 9.73%, directly contradicting the analyst's anticipation of capital rotation out of precious metals.

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