India's consumption story coming back to life and the timing couldn't be better: Ashi Anand (opens original article in a new tab)

India's consumer sector is showing signs of recovery with factors like tax cuts and falling interest rates boosting confidence, according to Ashi Anand, though caution is advised on certain investments like Bata's new management and F&O trading.

• India's consumer sector shows signs of recovery after two years of stagnation
• Ashi Anand highlights factors like tax cuts and falling interest rates as drivers of consumer confidence
• Bata's new management is viewed with caution despite attention
• Stock exchanges are seen as long-term investments due to network effects and India's financialization trend