09-06-2025
Julius Baer Sees Consumption Revival in India Taking Stocks to Record High
Julius Baer Group is expecting Indian stocks to hit a new high in the second half of the fiscal year, as domestic consumption recovers.
'The biggest theme going forward will be a revival in consumption in India,' Nitin Raheja, head of discretionary equities at Julius Baer India, said in an interview. One third of his portfolio is in consumption-linked themes and he's increasing bets on retailers focused on tier-two cities and apparel firms.
