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Sector rotation underway: 3 themes to watch for your portfolio, says Devang Mehta

India’s stock markets are experiencing a sector rotation, with consumption stocks like tobacco and alcobev surging after years of quiet. Investors who missed the recent Nifty rally are advised to focus on three key themes: financialization of savings, capital expenditure and infrastructure, and consumption, particularly the automobile sector, for sustained growth over the next two to three years.

Source :- Markets-Economic Times Read More

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