– Strong balance sheets + scalable platforms – Deep customer engagement = high retention – Backed by digital habits and ecosystem growth
Sector Risks
– Valuations often disconnected from near-term earnings – Regulatory issues in data privacy and consumer rights – Demand drop post-IPO hype for some firms
Investment Insights
– Mix profit-making and high-growth consumer tech firms – Use SIPs to navigate tech volatility – Follow customer adoption, not just market hype