Hiren Ved’s Diwali 2025 Outlook: Consumption Comeback, Defence, & Digital India Will Drive Markets!　 #ETNOW

In this Diwali special of Investment Gurus, Ayesha Faridi speaks to Hiren Ved, CEO, Alchemy Capital, on where markets are headed amid consolidation and fiscal easing. Ved says India is on the cusp of a consumption rebound led by autos, housing, and gold-driven wealth effect. He highlights long-term structural themes like defence, aerospace, and digital platforms, calling them multi-year opportunities that could multiply in size.

#diwali2025 #muhurattrading #samvat #consumption #defence #india #stockmarket #marketanalysis

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