Auto or consumer ? How DSP Mutual Fund's Vinit Sambre is picking stocks after GST (...)
Vinit Sambre of DSP Mutual Fund anticipates a consumption revival fueled by GST, favoring autos, consumer durables, and lenders. While cautious on precious metals outperforming stocks long-term, he suggests equities will recover by late 2025. He highlights IT as a contrarian bet, expecting (...)
Site référencé: The Economic Times
The Economic Times
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