Ride the wave or surf for a new idea? Amit Khurana is tilting toward domestic consumption stocks

Amit Khurana, head of equities at Dolat Capital, recommended clients focus on domestic consumption stocks for better performance over the next 12 to 18 months. He highlighted Ajanta Pharma and Lupin in the pharma sector but remains cautious about banks due to macro concerns. Khurana also favors the affordable housing sector.