Financials to drive market for next 2 months; consumer may overtake capital goods stocks near term: Rahul Shah

Rahul Shah says that in the short term, consumer stocks might overtake capital goods stocks for some time and the small and the mid-sized capital goods in a specific area would do much better. Further, FIIs flow will continue and financials, which we were also very positive on, will continue to drive the markets for the next couple of months.