Gautam Trivedi sees potential growth in FMCG, finance, IT, pharma, and renewable energy sectors. He notes the influence of D2C brands on market share and suggests a broader analysis of these brands in the consumption revival. He also highlights opportunities in quick commerce and data centers, while cautioning about the financial sector’s sluggish performance.
FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy