Consumer discretionary, retail finance and cement will pay off now

Akash Singhania, Head-Equities at DHFL Pramerica Asset Managers, shares his views on the economy and markets. Excerpts from the interview:Signals that come from the economy are mixed. Inflation is rearing its head again. How do you see growth, going forward?Among developed countries, growth has been a challenge. The World Bank has revised global growth projections for 2016 to 2.4 per cent now, fr...