Siddhant Chhabria, Fund Manager at Mirae Asset Investment Managers, believes in the long-term growth of consumer discretionary, new-age, and building materials sectors. He discusses the moderation in real consumption growth, the shift towards discretionary items, and the uneven recovery in consumption post-Covid. Chhabria also highlights the opportunities in the real estate upcycle and the potential of building materials as a proxy to play the upcycle. He emphasizes the attractiveness of the consumer theme and the key drivers behind its growth.