Building position in consumer stocks over next 6 months: Ravi Dharamshi

The period of correction and consolidation is ending as profitability factors favor India, says Ravi Dharamshi of ValueQuest Investment. Raw material inflation, freight costs and growth slowdowns have eased, and the operating leverage will return to boost margins once growth comes back. China’s retreat from manufacturing presents opportunities, as India provides a large population that needs employment opportunities, while the government is taking steps to boost the manufacturing sector.