Julius Baer Group anticipates Indian stocks will reach new highs in the latter half of the fiscal year, driven by a resurgence in domestic consumption. Nitin Raheja highlights a shift towards consumption-linked themes, particularly retailers in tier-two cities and apparel firms. Factors like slowing inflation and income-tax cuts are expected to boost consumer spending, leading to increased corporate profits.
ETMarkets Smart Talk| 15 sectors to watch: From EMS to aerospace engineering – Sunny Agrawal maps the opportunity landscape
Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering.