Varun Goel anticipates growth in the auto sector due to monetary easing and expected rate cuts, benefiting passenger car and two-wheeler sales. Tractor companies are favored by a positive monsoon, while premium motorcycles and SUVs thrive due to premiumization. Goel is selectively positive on the chemical sector, favoring specialty chemicals and battery-related chemicals.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets