Sandip Agarwal on Market Strategy, Earnings & Govt’s ₹65,000 Cr Shipping Boost | Business News　 #ETNOW

Sandip Agarwal, Fund Manager at Solio, shares his bullish strategy on India’s next growth themes: platforms and capex. He highlights why FMCG has lost investor interest and why earnings recovery could spark a market re-rating. Meanwhile, shipping stocks rally as Cabinet is set to approve ₹65,000+ crore for shipbuilding, infrastructure, and maritime development.

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