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Market ingredients that have driven the rally remain fairly intact: Shibani Sircar Kurian
Kotak's Shibani Sircar Kurian favors largecaps for risk reward, backed by market perspective, macro stability, GDP growth, corporate earnings, IT sector transformation, and positive rural income trajectory from normal monsoons to boost consumer durables pack. Kurian also says that mass consumption has clearly been lagging the premium end and therefore monsoons play a very important role in getting the rural income trajectory back on track.