HDFC Securities Overweights BFSI, Flags 40% Monsoon Deficit as FMCG Risk for H2 2026

Devarsh Vakil recommends 30% portfolio allocation to banking on 17.7% credit growth, turns cautious on FMCG amid monsoon shortfall, and adds 10% precious-metals hedge as inflow outlook brightens.

bt-corporate · 6/30/2026, 11:31:43 AM · Ask about this →