FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali
Sushant Bhansali, Ambit Asset Management, says despite short-term challenges, the FMCG and consumer discretionary sectors stand to benefit from upcoming GST cuts, especially rural-focused companies. While short-term flows into defence may be limited due to government finances, the long-term growth story remains intact. Market entry is favorable now, supported by festive season demand and improving … Read more
