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INSANE: Consumer discretionary - The Real Truth

Midcaps in a sweet spot? Why Nippon India’s Rupesh Patel sees a valuation correction despite new index peaks

Nippon India Mutual Fund's Rupesh Patel remains constructive on midcaps despite concerns over valuations, citing resilient earnings growth and improved valuation comfort after a prolonged time correction. He favours financials, consumer discretionary and select industrials, while emphasising a bottom-up stock-picking approach to navigate geopolitical and macroeconomic uncertainties.

The Economic Times · May 31

5 Different ETFs for Every Kind of Investor

ETFs offer diversified exposure to entire sectors or indices, ideal for those seeking long-term participation without the risk of individual stock picking.

MarketBeat · Oct 27, 2025

Trump 2.0 At 200 Days: Palantir Surges, Tesla Slumps

President Donald Trump crossed a milestone last Friday as his second term reached the 200-day mark.

Benzinga · Aug 18, 2025

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Holiday Momentum Pushes Retail, Leisure Stocks Past S&P 500 – Tesla, Garmin, Tapestry Stand Out

Consumer Discretionary sector outperforms S&P 500 index, driven by notable gains from Tesla, Garmin, and Tapestry. Other standouts include Booking Holdings and Domino's Pizza.

Benzinga · Dec 2, 2024

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