BFSI, auto & consumer discretionary sectors eyed in Q2FY23! Motherson Wiring & SBI top buys: Siddhartha Khemka
Going forward, as we enter the festive season, we expect domestic demand recovery to continue and propel discretionary consumption in India after a pandemic-induced hiatus of two years. That said, given the multiple moving parts (rates, currency, bonds, and geopolitics), we expect volatility to remain elevated but directionally, we believe, trends will get better.
