Fund Manager Talk / Discretionary consumption sector set to outpace staples : Mirae’s Siddhant (...)
Mirae Asset's Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural rebound. The fund is overweight on consumer discretionary stocks, expecting them to outpace staples due to faster growth potential and margin recovery. He (...)
Site référencé: The Economic Times
The Economic Times
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