Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like hospitals and retail, emphasizing the importance of selectivity and difficulty as a barrier to entry. Puri believes the premiumization wave has potential but needs broader consumer participation, and earnings will drive market cues.
Can Nifty, Sensex extend gains after rallying up to 2% last week? 4 factors to watch on Monday
Indian benchmark indices Sensex and Nifty ended the week higher, gaining up to 0.5%, even as broader markets declined amid rising crude oil prices above