Spot government spending trends to position your portfolio: Gurmeet Chadha

Gurmeet Chadha of Complete Circle Consultants suggests aligning investment portfolios with government spending trends, particularly in electronics and defense, which have benefited companies like Dixon and Kaynes. Despite geopolitical issues and FII selling, the market shows resilience. Chadha advises resetting return expectations to 10-12%, focusing on sectors like banking, consumption, and chemicals.