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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
Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah
A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term outlook remains robust. Experts…
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Auto sector still robust, but limited upside left at current valuations: Anand Tandon
