Q1 earnings to be largely in line; FMCG to improve Q2 onwards: Narendra Solanki

Narendra Solanki suggests focusing on domestic manufacturing and infrastructure. Real estate and defense electronics are also promising sectors. FMCG and consumption may improve with easing inflation. The festive season could boost these stocks. Investors can build positions in FMCG. Overall, the domestic economy appears strong. Q1 FMCG earnings are expected to be in line with estimates.