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market returns: ETMarkets Fund Manager Talk: Private banks, FMCG may lag behind in FY25 earnings, says Karthick Jonagadla

Karthick Jonagadla foresees challenges for private banks and FMCG sectors. FY25 market returns may moderate with high performers in specific sectors. Earnings growth alignment for midcap and smallcap stocks, capital inflows shift, and sector opportunities in lower interest rates are key considerations. Jinagadka also says: "PSUs, defence manufacturing, and rural consumption themes not only highlight the diverse avenues available for investors but also reflects the multifaceted nature of Ind...
Uttar Pradesh Karthick Jonagadla Indian School Of Business Oil Marketing Companies Omcs Quantace Research Offering College

Is rural India wheeling its way out of demand depression?

Indias rural economy faces challenges amid the overall economic growth, with disparities persisting. However, signs of rural demand revival emerge through increased two-wheeler sales and FMCG industry growth. The government and industry stakeholders are optimistic about further recovery, banking on factors like improved infrastructure and a normal monsoon.
Gaura Sengupta Rajani Sinha Paras Jasrai El Nino Federation Of Automobile Dealers Association First Bank

Dabur's Mohit Malhotra on crafting the future of retail in India, ET Retail

Talking about the changing consumer behavior, he said, India is getting younger and this younger population will embrace brands, retail environments, and ecosystems that are talking about responsibility, sustainability, social improvement, respectfulness, and transparency. Clean label is the future of the country.
Mohit Malhotra Viksit Bharat Great India Retail Summit Mohit Malhotra Great India Retail Summit Irs 2024

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Monthly Household Consumption Expenditure Data Released Afer 11 Years Shows Sharper Rise In Rural Consumption

The average monthly expenses in rural and urban households have narrowed in the past two decades with a sharp rise in rural consumption, shows a key expenditure data released after a gap of 11 years.
Ministry Of Statistics Advisory Committee On National Accounts Statistics Household Consumption Expenditure Survey Key Data Released Afer Shows Sharper Rise In Rural Consumption Monthly Household Consumption Expenditure
Source: ndtv.com

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