Affordable housing is among the star themes for 2018. There are two ways to explore this theme — buying real estate stocks or those in ancillary sectors such as home improvement and housing finance. While the former could help investors take a direct plunge in the sector, the latter broad bases the portfolio and insulates it if the theme doesn’t pan out as expected. The latter, to some extent, also shields investors from the risks of uneven distribution of earnings and vulnerability of knee-jerk stock market movements, which realty stocks are often exposed to. Kajaria Ceramics, Century Plyboards, and Symphony,