It is widely believed that urban consumption growth has slowed down, while the rural economy has improved in FY25. There is, thus, a lot of expectation from the government to boost consumption.
Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram
Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away