Subscribe To Our Free Newsletter |
Thinking to bet on FMCG? Look at these sectors instead, says Ajay Bagga
“The resurgence in certain sectors remains uncertain—possibly defensive moves rather than re-rating. Monsoon's impact, expected by October, will clarify. Domestic cyclicals like auto, infra, and financials seem preferable to FMCG, though valuation and monsoon effects will drive investor behavior.”