Post GDP shocker, which sectors should you bet on? Here’s what Nitin Raheja has to say
Capex spending is expected to rise in the next two quarters, which will benefit industrial, infrastructure, and cement companies. High-end discretionary consumption has done well and will continue to do so. India’s manufacturing sector shows promise. Some sectors may be impacted by global trade issues, but overall manufacturing and capex focus is positive for India’s economy.
