Thrust on consumption? Sectors to invest in a volatile world: Shibani Sircar Kurian

Kotak AMC's Shibani Sircar Kurian suggests focusing on domestic-oriented sectors due to global uncertainties and potential tariff impacts. Improvement in rural demand and tax cuts are expected to boost discretionary consumption, benefiting sectors like retail, two-wheelers, and aviation. Within the energy sector, OMCs and power companies, driven by strong demand and capex growth, appear promising.