{
Sorbh Gupta

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fund manager advocates for consumption-oriented portfolio amid expected demand revival

Sorbh Gupta, Senior Fund Manager at Bajaj Finserv AMC, advocates for building a robust consumption-oriented portfolio, citing rural consumption as a key driver for demand revival. He highlights increased state spending, favorable monsoon conditions, and strong farm economics as catalysts for higher consumption and earnings in consumer-focused sectors. Gupta finds consumer staples, durables, pharma, and select private banks attractive, while noting potential earnings risks in the December quarter but remains optimistic for a recovery in the latter half of FY25.
Moneycontrol
Bajaj Finserv Ltd. IND Sorbh Gupta
Finance & Economy, Market Report
01:58 17.11.2024
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