Branch2 Intelligence
Nitin Raheja bets on auto, consumer durable sector; stays cautious on IT
Key takeaway
Nitin Raheja turns bullish on autos and consumer durables, citing domestic demand resilience.
- Step 11st-order: Fund manager bullish on autos/consumer durables, cautious on IT.
- Step 22nd-order: Institutional flows rotate toward domestic cyclicals, away from IT.
- Step 33rd-order: Auto ancillaries and consumer goods suppliers see order book improvement; IT subcontractors face slower demand.
Source: IN:Economic Times
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