Stocks to Buy | Sector Rotation Playbook: Neeraj Dewan’s Top Domestic Bets – Market Resilience Despite Global Unrest

According to Dewan, his investment preference continues to lean toward themes tied to India’s domestic consumption and economic recovery. He favors sectors such as infrastructure, capital goods, banking, NBFCs, and housing finance companies. With inflation remaining low and interest rates at favorable levels, he believes consumption demand is likely to pick up. FMCG and staples also stand to benefit from a promising monsoon forecast and subdued inflationary pressures.