What to do with FMCG and defence stocks now? Anand Tandon answers
“There is no great story happening in FMCG per se. It is not as if there is something new that has been discovered and there the growth rates will be tremendous but if you assume that the market is at a level where an upwards movement will be met with some amount of resistance, I would argue that FMCG will provide a little bit of a defensive flavour to the overall portfolio.”
