From gold to green energy: 9 bets Smallcase investment managers are backing this festive season

Money managers at Smallcase have identified nine high-conviction sectors that are set to benefit from a combination of festive demand, policy reforms, and structural growth drivers. This includes sectors ranging from auto components and FMCG to defence and clean energy. India’s Navratri economy is gaining momentum with strong festive tailwinds. E-commerce sales are projected at Rs 1.2 lakh crore (up 27% YoY), UPI volumes have crossed 20 billion transactions in August, and MSME festive credit demand is set to rise 35-40% to Rs 3.45 lakh crore. Advertisement

A release by Smallcase showed that investment managers note that the convergence of festive sentiment and tailwinds underlines why investment managers on Smallcase are bullish on the following nine sectors. They highlight that the ongo