Kotak AMC’s Harsha Upadhyaya anticipates subdued headline earnings growth this season. Cement and quick commerce sectors show strength. Industrials and defence are also promising. Telecom and aviation sectors are expected to perform well. Specialty chemicals stand out within the chemical segment. Individual stocks may offer better growth than the market average. Discretionary consumption is favored over staples.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets