ETMarkets Smart Talk| Aditya Sood sees multi-year upside in financials and domestic manufacturing themes

Aditya Sood of InCred Asset Management is bullish on India’s market, expecting financials and domestic manufacturing to lead wealth creation. He favors banks, consumer discretionary, and capital goods, while remaining cautious on IT and telecom. Gold’s rally is driven by central bank diversification and global policy shifts.

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