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Two-wheeler exports and EV adoption signal strong consumer resilience: Sachin Relekar, Axis MF
Indian consumer demand shows surprising strength, with auto sales exceeding expectations across both traditional and electric vehicles. Exports, particularly in two-wheelers, are a key growth driver. Fund manager Sachin Relekar sees opportunities in auto OEMs with strong product cycles, ancillaries diversifying into new sectors, and companies benefiting from the energy transition and AI buildout. He remains bullish on financials but cautious on IT.
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economictimes.indiatimes.com
Auto sector still robust, but limited upside left at current valuations: Anand Tandon
Market expert Anand Tandon observes that while the Indian auto sector shows resilience, its optimism is largely priced into current valuations, which appear stretched globally. He…
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timesofindia.indiatimes.com
Car sales in June signal strong demand recovery
NEW DELHI: India's passenger vehicle industry ended the first quarter of FY27 on a strong footing, with most major automakers reporting healthy year-on-year growth in June,…
