Auto, FMCG and consumer stocks set for broad rebound as GST cuts kick in: Amnish Aggarwal

India's auto sector is poised for a broad-based recovery, with two-wheelers leading the charge and passenger and commercial vehicles showing improved sentiment. GST rationalization and festive demand are expected to boost consumption across FMCG, apparel, and footwear, though jewellery faces inventory risks. Stock-picking will be key for outperformance in the coming market rally.