FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali

Sushant Bhansali highlights the positive impact of upcoming GST cuts on FMCG and consumer discretionary sectors, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, long-term growth remains strong. Market entry is favorable now, with festive season demand and tax reforms boosting consumption and sentiment.

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