On the consumption front, the last six months have seen an increase in government spending on welfare schemes, particularly around state elections, which could help improve rural incomes and spur recovery in affordable consumption.
These stocks have seen notable declines, creating an attractive entry point, and strengthening the defensiveness of the portfolio amid a turbulent global macro outlook.
This may result in a shift toward consumption stocks in the short-term, offering a more favourable risk-reward outlook while also potentially cooling off the elevated valuations of investment and capex stocks.
The story "CLSA 2025 India portfolio: TaMo, NTPC, Nestle, Britannia in; HDFC Bank out" has 820 words across 34 sentences, which will take approximately 4 - 7 minutes for the average person to read.
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