The China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across various sectors. In pharma, both traditional and CDMO segments show opportunities. The industrial sector grows more attractive as interest rates drop and currency stabilizes. The strategy also provides a competitive edge to Indian exporters facing Chinese competition.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025