29 Sep 2025 | 3 Mins Read
Top picks for consumption revival by Gautam Duggad
Flipitmoney
Motilal Oswal's Model Portfolio focuses on discretionary consumption, with weights on jewellery, hotels, and liquor. Head of Research Gautam Duggad cites structural drivers like India's 650-tonne gold consumption and convenience-driven adoption of quick commerce and food delivery as reasons for optimism.