ETMarkets Smart Talk| Wealth Creators! Domestic consumption and manufacturing are key themes for the next 5–10 years: Sachin Shah

October 8, 2025

Sachin Shah of Emkay Investment Managers sees strong growth ahead, driven by domestic consumption and manufacturing. Despite market consolidation, he highlights opportunities in IT, autos, FMCG, and private banking, anticipating a broad-based rally fueled by a virtuous cycle of consumption and capex in the coming years.

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