Sandip Agarwal of Sowilo Investment Managers suggests a shift from FMCG to platform-based and capex-driven sectors due to India’s slowing population growth. He anticipates an earnings recovery this quarter, potentially driving market momentum. Government initiatives in shipping and logistics could further fuel growth, aligning with India’s ambition to become a $10 trillion economy.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets