An emerging headwind may provide opportunity for long-term investor; 5 Logistics companies with an upside potential of up to 35%

When it comes to investing based on sectoral trends, it is important to keep eyes both on the tailwinds and headwinds. Why headwinds, because they sometimes end up providing opportunities for investors with long term perspective. Especially in times like today when bears are seen more often on the street. In the last two days there has been chatter that oil prices may further strengthen upward. While rising oil prices is a headache for the whole of the Indian economy, the fact is it has the highest co-relationship with a sector like logistics, where change at the pump level prices hit the margins very next day. Will the oil prices rise further in the months to come because if they are moving upward in the summer season where the demand is normally lower, then is it an indication that in winters things might even be higher? Whether the oil prices actually shoot up or not, it would become much later but one set of companies which will get impacted by narrative would be logistic companies. So, when the narrative makes them hit, should they be looked at with a long term investment perspective is the question which needs to be answered.