As India enters the festive season, several sectors are expected to benefit from stronger consumer demand and improving economic activity. Gaurang Shah, Sr. VP, Geojit Investments, highlights banking and financials, consumer durables, autos, FMCG, defence, capital engineering, and capital market-related stocks as key areas with long-term growth potential. He believes demand from metros, tier-1, tier-2 cities, as well as rural India, could support these sectors in the coming months. In this Business Today interview, Gaurang Shah shares his outlook on the market, explains the factors driving these sectors, and discusses where investors could find opportunities during the second half of 2026.
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