Market expert Hemang Jani predicts that the upcoming ICC World Cup and festive season will drive consumer demand in the next two quarters, benefiting sectors like QSR, hotels, and aviation. Food prices will be a key monitorable, but short-term spikes have been easily absorbed by the markets. Jani recommends investing in Titan, Indian Hotels, Zomato, and other consumption names like D-Mart. He also suggests considering stocks in the logistics space, such as Blue Dart and VRL Logistics, which are expected to benefit from the growth in consumer demand.
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