Sane capital will now start relocating from lower cap stocks to banking sector: Nilesh Shah
"Generally, we have seen ahead of election cycles, there is more money in the pockets of consumers, especially at the bottom end of the pyramid, as government spends money. Now, this should benefit consumer staple or consumer goods company. There are events from the US Fed pivot to monsoon to election and there will certainly be change in the baton and sector rotation."
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