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HSBC says HUL five-year market laggard now, downgrades to Hold

With increased competition from regional and local players, India s largest fast-moving consumer goods (FMCG) company HUL is also witnessing market share loss in the mass end of the segment

Sensex/NIFTY stocks may not fall badly

We suggest an equity strategy of 5% to 10% exposure to cash, 5% to Gold ETF, close to 50% to Sensex/Nifty/large mid-cap stocks.

FIIs: Amit Sachdeva on triggers that will make FIIs come back to India equities

“The world was grappling with recession fears and inflation. India has proved to be far more resilient than it was ever in the past, that also has led to India s flow being more structural than tactical and cyclical. The structural appeal of India continues to be on a massive rise.”

market cycles: Indian market in the middle of a bull run, resilient despite geopolitical tensions: Amit Sachdeva

“Small and midcaps are running ahead of the overall market by a wide margin. It also leaves valuations of largecaps relatively more tenable and reasonable. That feeds into India s attractiveness.Domestic flows are very resilient and FII flows have become slightly negative but that will prove to be a very short-term phenomenon.”

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