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Analyst Sees Market Upside on Policy Shift Ahead of Festive Season

Analyst expects markets to rally if easing supports coincide with festive demand.
Markets may get a tailwind as fiscal and monetary policy easing combine with festive demand, says analyst Hiren Ved. Sectors like autos, housing, and gold could benefit amid improved sentiment. Structural reform and defence/aerospace are flagged for long-term upside. The commentary aligns with increased hopes for central bank support and government stimulus.