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Ace investor Arvind Sanger discusses the outlook for the consumption space in the current financial year, emphasizing its pivotal role in the Indian economy. He highlights that it’s not just FMCG giants like Dabur or HUL, but also major players in the automotive sector that should be on investors’ radar. Arvind Sanger notes the emergence of a K-shaped recovery within the consumption sector. He suggests attention towards companies in the construction domain, such as those involved in tile manufacturing. Additionally, he recommends focusing on automotive component manufacturers, as well as both four-wheeler and two-wheeler companies.



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