Auto or consumer? How DSP Mutual Fund’s Vinit Sambre is picking stocks after GST reforms

Vinit Sambre of DSP Mutual Fund anticipates a consumption revival fueled by GST, favoring autos, consumer durables, and lenders. While cautious on precious metals outperforming stocks long-term, he suggests equities will recover by late 2025. He highlights IT as a contrarian bet, expecting improved deal flows and growth amid light institutional holdings.

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