Speaking to ET Now, Kohli said that investors should avoid being overly cautious. “Markets always move ahead of numbers. If you wait for data confirmation, it is probably too late,” he noted.
Kohli is particularly bullish on the consumption theme, which he expects to deliver strong results across categories. “We are aligned to consumption—right from small appliance makers to luxury car sellers. This sector is likely to show good numbers,” he said.
He also highlighted agrochemicals and chemicals as promising plays, with industry headwinds now easing. “The cycle of excess inventory and price crashes is ending. Volumes have already started picking up, and pricing recovery should follow in the coming months,” Kohli explained.
On the buzz around tax relief for data centres, Kohli agreed that the sector has huge long-term potential but warned against chasing momentum too early. “Data centres are here to stay, but valuations are currently stretched. For us, valuation is key. We will look at the sector once there’s more clarity and prices cool down,” he said.
Instead of real estate, Kohli suggested cement as a better investment bet at this stage. “In many top-tier cities, property prices have peaked, so the scope for further upside is limited. Cement, on the other hand, has seen consolidation and price discipline. The extended monsoon may impact Q2 numbers, but that could be a good entry point for long-term investors,” he added.According to Kohli, while near-term challenges exist, India’s market fundamentals remain solid. With consumption-led demand and recovering cycles in chemicals and cement, investors have multiple opportunities to ride the next leg of growth.
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