Consumer stocks to lead the rally for at least a year or more: Gaurav Dua

Gaurav Dua, SVP at Sharekhan By BNP Paribas, discussed India's consumer market growth potential. He noted risks in unsecured lending due to farm loan waivers and rising fund costs. Dua's portfolio favors large-cap stocks, industrials, IT, staples, and select autos like M&M and Tata Motors. He exited market infrastructure stocks due to regulatory concerns.