Nilesh Shah believes ceasefire calms markets. Asset classes see corrections. India anticipates moderate inflation. GST 2.0 and infrastructure spending are future growth drivers. Largecap IT is defensive. Alcobev sector has a long runway. Tier II and Tier III companies show strong earnings growth. Financials are a multi-decade opportunity. Angel One and online platforms remain attractive investment options.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets