Ravi Dharamshi of ValueQuest Investment discusses market dynamics, emphasizing the potential in NBFCs, pharma, and discretionary consumption sectors. Despite challenges, he remains optimistic about future growth opportunities and easing liquidity. Dharamshi says: “For the mass consumption basket to pick up, the trickle-down effect as well as the pent-up demand of the last few years should pan out over the next three-five years.”
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