“Abneesh Roy is bullish on the broader FMCG sector for the near term, driven by GST rate cuts, resilient rural demand, and recovering urban consumption. He notes that the IT sector selloff is redirecting DII and FII flows into stable consumer names. His top picks are Nestle, Britannia, Marico, and Tata Consumer, which are well-positioned to benefit from operating leverage and improving consumer sentiment.”