Asian Paints, Berger Paints Q2 numbers seen weak but will continue to dominate 5 years down the road: Abneesh Roy

Abneesh Roy of Nuvama Institutional Equities discusses the expected weak Q2 results for major paint companies like Asian Paints and Berger Paints. He highlights potential consolidation in the sector and comments on the positive impact of duty cuts on jewelry sales for Kalyan and Titan. He also shares insights on the competition in quick commerce affecting companies like DMart.