Sanjiv Bhasin, Director at IIFL Securities, believes that the next six months could be favorable for the consumption sector, especially if geopolitical risks stabilize. Bhasin recommends buying Reliance over Avenue Supermarts and suggests that HDFC Bank has a better risk-reward ratio compared to ICICI Bank. He also mentions that FMCG stocks, except for ITC, have underperformed the broader market due to a shift in investor preference towards midcaps and PSUs. Bhasin sees potential in Ashok Leyland, given its presence in defense and the passenger vehicle market.