Navigating Market Cycles

[RJ_graphy]

Could the current weak performance of stable sectors like FMCG and retail offer long-term value opportunities when the market cycle moves away from growth-oriented sectors like technology and renewables?

[Siddarth]

Absolutely! Right now, sectors like FMCG and retail aren’t doing well, but that might actually provide a good opportunity for long-term gains. As prices stabilize and people start spending more — especially with incomes rising and rural areas bouncing back — these safer sectors could attract the attention of investors again, particularly when the focus shifts away from just high-growth trends.