Branch² Intelligence

Nitin Raheja bets on auto, consumer durable sector; stays cautious on IT

IN · 2026-07-03

Key takeaway

Nitin Raheja turns bullish on autos and consumer durables, citing domestic demand resilience.

  1. Step 1 · The triggerFund manager bullish on autos/consumer durables, cautious on IT.
  2. Step 2 · Knock-onInstitutional flows rotate toward domestic cyclicals, away from IT.
  3. Step 3 · Reaches youAuto ancillaries and consumer goods suppliers see order book improvement; IT subcontractors face slower demand.

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: IN:Economic Times

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This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.