Gurmeet Chadha suggests focusing on Gen-Z driven discretionary spending. He is optimistic about hotel stocks like Indian Hotels and Lemon Tree. IndiGo is expected to perform well in aviation. Digital consumption stocks such as Eternal and PB Fintech are also under consideration. Selectively, FMCG names like HUL, Nestle, and ITC may offer opportunities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets