Gautam Trivedi sees potential growth in FMCG, finance, IT, pharma, and renewable energy sectors. He notes the influence of D2C brands on market share and suggests a broader analysis of these brands in the consumption revival. He also highlights opportunities in quick commerce and data centers, while cautioning about the financial sector’s sluggish performance.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty