[{"selector":"#anim-6d96b80e-3fec-422a-a113-8820e5003587 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate(0%, 0%) scale(1)","translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Nilesh Shah says investors can make smart gains by focusing on cement, chemicals, and quick commerce sectors now. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-9959e3f0-14fa-4175-a9df-de96def93b91 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-7.858305933210924%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Cement volume is set to rise as real estate demand grows and government boosts infrastructure spending. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-2930fea7-9e74-4bf0-883f-aa148568b72d [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-34.179687404002955%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] He believes multiple favorable factors are aligning—lower inflation, falling interest rates, and tax relief. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-bdd7c6e8-3b58-40f1-997c-983a43cc1cb9 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-28.90624987200394%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] This, he says, could drive a rebound in consumer discretionary spending across sectors. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-1a53262f-00ae-4ee4-9f3f-edfbd1074136 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-7.816464362018981%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Shah highlights India’s quick commerce sector as a promising long-term play with strong digital adoption trends. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-15db9265-1fed-4659-9deb-f5bf62cd6087 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-7.807953187239276%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Urban population growth and demand for convenience could drive massive market expansion in tier-2 and tier-3 cities. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-6e7f223a-9af4-49ba-9c68-05e7ff9063fc [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-7.8337101513764065%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Major firms are investing in this space, expecting quick commerce to scale significantly by 2030. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-049cac95-2391-4c11-bcac-06bb79cd034f [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-7.812499744007886%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Despite global risks, Shah sees India as an oasis in a desert—growing amid global uncertainty. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-14ea3575-38e8-4302-82de-40649f0ddcbe [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-31.249999886225726%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] But he warns that geopolitical tensions and trade tariffs could impact global and domestic sentiment. Written By RAJ ANAND IMAGE CREDIT GOOGLE

[{"selector":"#anim-8ce61bb8-7a6a-445e-8682-baaa16c4a446 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-8.502683797275653%, 0, 0) translate(-25%, 0%) scale(1.5)","translate3d(0%, 0, 0) translate(0%, 0%) scale(1)"]},"delay":0,"duration":2000,"fill":"forwards"}] Keep a close watch on FY26 corporate earnings—they’ll be a key driver for India's market outlook. Written By RAJ ANAND IMAGE CREDIT GOOGLE

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[{"selector":"#anim-a0e89fb9-bb77-4098-8a7e-9f0a915663fa","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f48bd89f-bbcf-4808-8394-de6a0cb4b01e","keyframes":{"transform":["translate3d(-112.02532%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b8440abb-071b-45c1-a195-7798f283fa27","keyframes":{"opacity":[0,1]},"delay":0,"duration":1600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-cadc6182-41d3-4bbc-97cf-b8a2cf7c99f8","keyframes":{"transform":["rotate(20deg) translate3d(0px, 66.89301%, 0) rotate(-20deg)","rotate(20deg) translate3d(0px, 0px, 0) rotate(-20deg)"]},"delay":0,"duration":1600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e9453b56-a44b-4a39-aee9-38f19f5d2e02","keyframes":{"opacity":[0,1]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c37f2c83-de22-4768-b0ec-e656d0b03ecb","keyframes":{"transform":["translate3d(-114.51104%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1200,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] This SIP Gave ₹88 Lakh in 10 Years! Check These Top-Performing Mutual Funds by AUM Learn more