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Hotels enter multi-year growth cycle; Indian Hotels, Lemon Tree top picks: Sandip Sabharwal

Market strategist Sandip Sabharwal sees selective consumption opportunities despite uneven market participation, favoring steady FMCG names like Dabur and Godrej Consumer, alongside niche plays like Wonderla Holidays. He believes inflation data supports an RBI rate cut, though external commentary on the rupee may lead to caution.