I think, since this week has been volatile and still there is uncertainty about govt formation and govt policies, many investors are taking temporary shelter in defensive sectors like fmcg , auto etc. But this may not give true picture of forthcoming winners as this may be temporary and may last for few weeks or months, till the new govt budget is declared. Once govt policies are in place, we will be in a position to predict future winning sectors and future leaders of those sectors.
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