It expects corporate earnings to remain strong over the long run, supported by a robust growth backdrop, with policy interest rates likely settling around 5%, down from the current 6.5%. Paul said consumption-related sectors, IT services, real estate and select industrials will benefit from the government incentives to boost onshore manufacturing.
Stocks to Buy | 2 top stock recommendations from Aditya Arora
Markets are showing impressive performance with FMCG and Metal sectors leading the way. Aditya Arora of Adlytick highlights Hindustan Unilever and Emami as promising stocks