Industries / Sectors that posted strong Q2 numbers
PEBs
Auto Ancillaries
Alcohol Beverage
Gold Financiers
Hospitals
Jewellery (Both B2B & B2C)
Co-Working Space
Value Fashion Retail
Solar Module
Quick Commerce (Competition increasing)
Cement
Wires & Cables
Coffee Related
Rice Related
2W Auto OEMs
Housing Finance (But do check some pressure building)
Ports
IPPs
Power T&D
CDMOs
Wealth Management
Healthcare Solutions
Fluoro Chemicals
Platform Businesses
Mid/Small Cap IT Companies
Telecom
AUROPHARMA
#FundamentalViews
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