Gautam Duggad, Head of Research at Motilal Oswal, shares his insights on the shifting landscape of the Indian consumption sector. While reducing their exposure to consumer discretionary stocks, they are finding opportunities in specific areas like jewelry, hotels, and food delivery. Their current focus has shifted towards sectors like IT, private banks, real estate, and industrials.
Buy the dips in quality names with earnings visibility: Hemang Jani
The broader market had its own sort of corrective phase, but I do think that given the fact that this event has happened and though
May 8, 2025