Economic TimesLean R·
Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MF
Indian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exports, particularly in two-wheelers, are a key growth driver. Fund manager Sachin Relekar sees opportunities in auto OEMs with strong product cycles, ancillaries diversifying into new sectors, and companies benefiting from the energy transition and AI buildout. He remains bullish on financials but cautious on IT.
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