Make-in-India would be another theme that could be at the center stage. We could see custom duty cuts in commodities where indigenization and value add are gaining pace. Further, a tax hike on imported finished goods could be on cards to aid local manufacturers. Chemical companies and electronic manufacturers are key beneficiaries.
How investors can use thematic funds to boost portfolio returns
Thematic funds focus on investing in firms associated with particular long-term trends, aiming for potential alpha returns. They entail a greater concentration risk when compared