Earnings Revival To Spark Market Uptick From Q3; Consumption Surge Ahead | Dikshit Mittal | ET Now #ETNOW
Earnings Revival To Spark Market Uptick From Q3; Consumption Surge Ahead | Dikshit Mittal | ET Now
LIC MF’s Dikshit Mittal sees Indian markets consolidating due to muted earnings, expecting Q3 acceleration. Positive on consumption (rural/urban wage growth, tax cuts) and premium discretionary items; selective manufacturing/EMS/semiconductors for import substitution. Oil & gas offers trading plays amid regulations, but limited long-term visibility.
#marketoutlook #licmf #earningsseason #consumptiongrowth #manufacturingindia #oilandgas #fintech #nifty #capex #economicrecovery #etnow
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