Anshul Saigal sees tailwinds for consumption, defence and renewables ahead of festive season

September 30, 2025

Anshul Saigal anticipates a positive market turnaround with reasonable valuations and improving earnings ahead of the festive season. He is bullish on discretionary consumption, defence, and renewables, citing government push and regulatory easing for NBFCs. These sectors are poised for significant tailwinds and growth opportunities.

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