Chakri Lokapriya says yes to FMCG but no to paints; sticks to leaders in cement

The FMCG sector is poised for growth with rural recovery, but paints face emerging competition. Infosys and TCS may see 2-2.5% revenue growth and gain from a possible US rate cut. Cement volumes grow despite weak pricing. Asian Paints encounters price drops amid competition. Zee Entertainment's fundraising and the RIL-Disney JV impact the sector.