I have written quite a bit on the said theme. Once you are convinced of a thematic play... it is best to use the "channel tunnel trading range" or swing trade. Pick the ones with the most beta and liquidity that suits your risk profile.
Today is Friday 13th .... look at Catalyst#6 ... on October 17th is a critical coupon payment of USD15 million that Country Gardens need to pay. That sum has already been given a 30 day grace period. So take that information to your trading strategy and act accordingly.
On the other hand, the upcoming Budget by PM may offer further positive newsflow to the theme. There should be sufficient volatility over the next 7 trading days.
