Consumption stocks: Time to be bullish yet selective; 12 stocks from 4 sectors with upside potential of up to 31%

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Synopsis

Consumption is currently a buzzword on the street. But if you think it is only because of the recent GST rate rationalisation, think again. It began with Budget 2025, when personal income tax rates were rejigged to give more money in the hands of consumers. Now, before you start acting on the latest street favourite, be sure to make a distinction between different kinds of consumption. Buying a refrigerator, booking a flight ticket, ordering food on Zomato or Swiggy… all of it is consumption. But all three are driven by very different macro and micro needs.

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