FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma

Markets are positive due to GST bonanza. Rajat Sharma of Sana Securities highlights FMCG’s sweet spot, driven by revised tax rates and good monsoons. Pharma sector is also attractive due to lack of tariffs and India’s strong position in generics supply to the US. Focus on top companies like HUL, ITC, Dr Reddy’s, and Sun Pharma for investment.

​Markets are positive due to GST bonanza. Rajat Sharma of Sana Securities highlights FMCG’s sweet spot, driven by revised tax rates and good monsoons. Pharma sector is also attractive due to lack of tariffs and India’s strong position in generics supply to the US. Focus on top companies like HUL, ITC, Dr Reddy’s, and Sun Pharma for investment.