GST 2.0 wave: Mahesh Patil’s guide to winning sectors and hidden contrarian pick

September 22, 2025

Mahesh Patil from Aditya Birla Sun Life AMC outlines an investment strategy shaped by GST 2.0. The focus shifts towards consumption-oriented sectors like autos and consumer durables, anticipating earnings upgrades. While remaining neutral on IT, Patil identifies it as a contrarian opportunity, poised for a potential rebound with US recovery and attractive valuations.

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