GST 2.0 Ignites Consumption Fire: Nitin Raheja’s Bullish Bet On Rural Staples Revival | Stock Market #ETNOW
GST 2.0 Ignites Consumption Fire: Nitin Raheja’s Bullish Bet On Rural Staples Revival | Stock Market
Nitin Raheja sees GST 2.0 sparking consumption revival, with FMCG staples benefiting from rural recovery on low base, though valuations remain stretched—favor discretionary and premiumization plays. Autos eye model refreshes; tech disruptors like quick commerce thrive. AI, data centers, financials, pharma set for earnings rebound; private banks top value.
#gst20 #consumptionrevival #fmcgindia #autorally #aiemerging #bankinggrowth #earningsrebound #techdisruption #privatebanks #indiaeconomy #etnow
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