FMCG, IT and largecaps offer value amid market volatility: Parag Thakkar

November 19, 2025

Parag Thakkar sees opportunities in select large companies and FMCG stocks for patient investors. He is constructive on Hindustan Unilever’s future performance, expecting a turnaround from November. Thakkar also views Dabur as an interesting contra bet due to predicted intense winter. He remains cautious on Tata Motors’ JLR business but is optimistic about the paints sector’s recovery.

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ETMarkets Smart Talk| Building a Rs 10-lakh portfolio in 2026? Naveen Kulkarni of Axis Securities recommends 50%+ in equities

Indian markets are at record highs. Investors are reviewing asset allocation for the coming year. Naveen Kulkarni of Axis Securities PMS suggests a ₹10-lakh portfolio

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