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Amit Gupta says: "Energy transition, Make in India and capex would be the key themes, going forward. Over FY22-23, the capex cycle was primarily driven by household investments in real estate and the central government. Consequently, all the engines of the capex cycle have now started to fire (centre, state, corporates and households)."
Abhinandan Tulsian says: "The Indian economy is on a long-term high growth trajectory. Any industry meeting the demands of the economy for the next 10-20 years is something we like. These are not necessarily dependent on election results, but on the policy making direction. I will advise clients to pick a core portfolio of blue chips which provide portfolio stability, but also have 4-5 stocks which are from sunrise sectors and likely to give alpha returns to the portfolio."