Fund Manager Talk | Kotak MF’s Mandar Pawar: Consumption, autos and cement to lead next market rally

August 29, 2025

Kotak Mutual Fund’s Mandar Pawar anticipates domestic themes like consumption, autos, and cement to fuel market growth. He expects earnings momentum to strengthen in H2FY26, driven by improving rural demand, festive tailwinds, and rising construction, despite global trade uncertainties. Pawar favors consumer discretionary, autos, and cement sectors, while also highlighting potential in specialty chemicals and energy transmission.

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