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banking: 3 themes Devang Mehta is bullish on for near term
This is good time for FMCG as well as discretionary consumption to sort of come back as the entire market is now rallying and it is on a broad-based rally rather than extremely narrow or polarised rally unlike 2018-19.
Godrej agrovet
Devang mehta
Centrum wealth
Sula beverages
Som distilleries
World cup
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