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ETMarkets Smart Talk: Why investors should not ignore BFSI & consumption sectors in FY25: Milind Muchhala
Milind Muchhala advises exploring BFSI and consumption sectors amid market correction. He anticipates that in FY25, there wikk be market consolidation with intermittent volatility. He further considers fixed income as an alternative investment and says has been apprehensive of the part of the market where the valuations had gone completely out of whack and the margin of error was minimal.. Key factors include elections, budget and earnings trajectory for investors.