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.
US stocks: US market ends down as oil prices, Treasury yields rise
In a turbulent day for Wall Street, the markets faced declines primarily driven by disappointing performances from Alphabet and Amazon, compounded by increasing Treasury yields.