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This could be the year of consumption; FMCG & IT preferred sectors: Seshadri Sen
Seshadri Sen of Emkay Global revealed their strategic shift to FMCG and IT sectors, emphasizing strong earnings growth and attractive valuations. They also identified opportunities in energy and auto sectors. Despite some valuation concerns, mid and small-cap stocks are expected to perform well, though investors are advised to be cautious about valuations.