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Ashwini Agarwal of Demeter Advisors hopes for a more even recovery in the Indian economy, rather than just benefiting the rich. He expects the release of government capex to ease liquidity and boost consumption. He sees opportunities in attractive consumer staples stocks with benign raw material prices and constructive margin outlook.
"Despite having good order books, IT companies are facing project postponement from clients. Once certain clarity starts emerging on the global economic front, this sector might be back again on the investor radar. Other sectors that offer longevity of growth can be healthcare, including pharmaceuticals and hospitals. Chemicals can be another promising sector, despite its current headwinds. "