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The Economic Times News

Business / The Economic Times

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Defence, consumption and BFSI offer strong multi-year visibility: Pankaj Pandey

ICICIdirects Pankaj Pandey sees defence stocks, BFSI, select consumption plays and domestic pharma offering strong multi-year growth visibility. Faster defence order execution, Titans strategic lab-grown diamond push, attractive NBFC valuations and IT as a contra bet could drive sector rotation. Caution advised on precious metals, while capex-linked themes may regain traction.

30 Dec 2025 1:09 pm