Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder

July 16, 2025

Franklin Templeton India’s Hari Shyamsunder suggests a range-bound market, noting India’s rally alongside global markets. While large-cap valuations are stretched, mid and small-caps offer growth opportunities. He favors consumption-related sectors like hotels and retail, anticipating a boost from monetary and fiscal policies, while remaining cautious on capex due to high valuations.

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