Nilesh Shah of Kotak AMC remains optimistic about consumer discretionary spending, citing tax rebates, reduced EMI burdens, and the upcoming 8th Pay Commission. He favors midcap IT leveraging AI and consumer discretionary over staples, driven by increased focus on healthcare, travel, and QSR. While IPOs and promoter stake sales offer market supply, selective investment is crucial.
Most excited about these business segments in next 1-2 years: Raamdeo Agrawal
Raamdeo Agrawal of Motilal Oswal Group notes significant growth in capital markets. QIP and IPO activities are booming. The AMC sector is expanding rapidly. AUM