Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She discusses the launch of a new consumption fund, its diverse categories, and the expected recovery in consumption earnings.
ETMarkets PMS Talk: Navigating global volatility – How Wave Asset’s tactical hedging paid off in February 2025
We broadly pick the top 20 companies from each of these five sectors: industrials, financials, exports, consumer staples, and consumer discretionary. When selecting them, we
March 20, 2025