Manish Gunwani of Bandhan AMC suggests indirect investment routes like financials and internet platforms for consumer discretionary exposure, citing valuation concerns in staples and uncertainties in the auto sector. While optimistic about sectors like semiconductors and defence, he cautions against high valuations.
Can Lumino Industries IPO deliver long-term growth for high-risk investors?
Lumino Industries plans a ₹700 crore initial public offering to reduce debt and boost manufacturing capacity. The company expects to benefit from increased demand for