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Patience needed in FMCG, gradual IT recovery ahead: Sunil Subramaniam

Market expert Sunil Subramaniam suggests consumer staples may lag discretionary spending due to GST impacts and weak rural demand, highlighting monsoon's importance. He sees technology as a fresh entry point, with AI concerns priced in and IT firms boosting investments. Manufacturing growth hinges on FDI, tech transfer, and global partnerships for scaling up.

18 Feb 2026 10:21 am