Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries, Devyani International, Metro Brands, V-Mart, Lemon Tree Hotels, LT Foods, and Cello World as top picks with solid fundamentals and growth prospects.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction