Flat markets, GST cuts, and the next big bets: Aparna Shanker on where to invest now

Aparna Shanker suggests a balanced approach to equity allocation, highlighting the potential of GST cuts to boost consumption-oriented sectors. Auto, FMCG, and consumer durables are expected to benefit. While cautious on IT due to US market uncertainties, Shanker favors financial services, renewable energy, and infrastructure for long-term growth, recommending a diversified investment strategy.

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