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consumer stocks: Rural recovery can potentially start from Q2 of FY25; 4 top consumer picks: Abneesh Roy

Abneesh Roy foresees slight expansion and even EBITDA margin growth in Q4 . Among agri imputs, while tea has corrected, cocoa, coffee remain concerns. Most of the raw materials like crude oil, vinyl acetate monomer, copra, etc, are largely range bound. Top picks in consumer space in market include United Breweries, Tata Consumer, Godrej Consumer, Pidilite. Colgate valuation is comfortably low. HUL, ITC underweight.

Kozhikode , Kerala , India , Abneesh-roy , Offering-college , Indian-school-of-business , Dabur , Executive-director , Leadership-excellence , Product-officer , Might-also-like , Consumer-stocks

In India's sizzling stock market, consumer stocks rise 18% but are laggards

Stock prices of consumer firms selling soap, hair oil and refrigerators are seeing double-digit gains but are still lagging benchmark Indian stock indexes as low income growth and volatile inflation hurt demand for everyday goods. Meanwhile, luxury goods are flying off the shelves.

United-kingdom , Bengaluru , Karnataka , India , Chennai , Tamil-nadu , Singapore , Hindustan , India-general- , Abhijit-bhave , Nirali-bhansali , Sonam-udasi

Sanjiv Bhasin | Sanjiv Bhasin portfolio: Get into consumer stocks; 2 stocks to buy as metals in a very sweet spot: Sanjiv Bhasin

Sanjiv Bhasin of IIFL Securities recommends investing in consumption stocks like Voltas and Havells. He says real income is going to be generated now from the tier II, tier III, and the smaller rural class, where we are seeing unprecedented growth He is bullish on metals and recommends Vedanta and JSW. Bhasin mentions investments in Indiabulls Real Estate and Indiabulls Housing Finance.

Hindustan , India-general- , India , Delhi , Bombay , Maharashtra , Baroda , Gujarat , Kozhikode , Kerala , Lucknow , Uttar-pradesh

bond rally | bond market: Prima facie a bond budget; expect a bond rally over next 1-2 years: Maneesh Dangi

Founder of Macro Mosaic Investing, Maneesh Dangi, believes that the government's budget this year is primarily focused on the bond market. The government's efforts to lower fiscal deficit and create a favorable environment for bonds are likely to lead to a significant rally in the bond market over the next one to two years. However, Dangi notes that the impact of this rally on equity markets will be limited, as high-growth sectors tend to be sluggish during bond market rallies.

India , Maneesh-dangi , Macro-mosaic-investing , Might-also-like , Bond-rally-market , Fiscal-deficit , Bond-budget , Budget-2024-interim , Equity , Consumer-stocks , Et-now

consumer stocks: Sandip Sabharwal explains why post Budget it makes sense to pick up consumer stocks

Sandip Sabharwal believes that the reduction in fiscal deficit will lead to lower interest rates, reduced inflation, and increased volume growth and consumption growth. This will create an opportunity to buy consumer stocks. The previous high inflation and employment issues impacted consumption, but with lower interest rates and entrenched inflation, volume growth on the consumption side is expected to come back. Going into July, there may be relief on income tax rates, but there are also expectations of tweaks on capital goods and inheritance tax.

Sandip-sabharwal , Might-also-like , Consumer-stocks , Fiscal-deficit , Consumption-growth , Portfolio-change , Bond-yields , Interim-budget-2024 , Expert-view , Stock-market , Et-now

stocks to buy in 2024: Sunil Subramaniam is betting on consumption and banking this year. Here' why

Sunil Subramaniam believes that the banking sector may see a downgrade in terms of portfolio allocation due to the provisions announced by the RBI. However, he expects decent and healthy banking numbers, especially in corporate lending and SMEs. He also anticipates a pickup in mid and mass market segment consumption, supported by increased rural wages and government spending in an election year. He also likes PSU banks, which he believes will finance the capex cycle and be the vehicle of government dispersal.

India , Lucknow , Uttar-pradesh , Sunil-subramaniam , Bajaj-auto , Offering-college , Indian-school-of-business , Sundaram-mutual , Leadership-excellence , Executive-officer , Might-also-like , Stocks-to-buy-in-2024

Relying on MOAT of strong brands: 6 non FMCG stocks from consumer space, with upside potential of up to 31%

Normally FMCG sector is associated with the power of brands. However, there are many industries, where a strong brand plays an important role. There are enough examples of firms that have built strong brands & have been getting premium on Street. The reason, a strong brand helps a company weather storms of an economic slowdown or inflationary pressure. Also over long term the final cost of doing business is lower, margins are higher as the concept of reverse working capital comes into play when the brand is strong. Yes, there are phases where they underperform because sometimes their valuations do get stretched, but then over time earnings do tend to help in normalization of valuations.

India , Google , Market-research , Unlimited-access , Economic-times , Saver-sale , Membershipclaim-offer , Prime-story , Debit-cards , Includes-docubay , Economic-times-stories

investment ideas: IT, financials and consumer stocks look attractive now: I V Subramaniam

V Subramaniam remains positive on the Indian market due to visible earnings growth in the next few years. However, he acknowledges the presence of global and domestic risks that can suppress the market. Valuations are a challenge in certain sectors, but the financial space, banking, and some consumer discretionary names still have reasonable valuations.

Lucknow , Uttar-pradesh , India , Indian-school-of-business , Md-group-head , Offering-college , Quantum-advisors , Leadership-excellence , Executive-officer , Operations-officer , Might-also-like

Price wars help spark $157 billion rout in China consumer stocks

The seemingly relentless decline in prices of Chinese goods amid tepid consumer demand is denting expectations that corporate earnings can revive the flagging stock market.

China , Chinese , A-morgan-stanley , Daisy-li , Lillian-lou , Li-auto-inc , Yum-china-holdings-inc , Alibaba-group-holding-ltd , Holdings-inc , Anta-sports-products-ltd , Tesla-inc , Citigroup-inc

it stocks outlook: Looking at a flattish quarter for Indian IT space for Q3: Ajay Bagga

Ajay Bagga expresses caution about the NBFC sector and expects a decline in revenues, margins, and growth trajectory. The truck and vehicle finance sectors are performing well, but the rural demand has not picked up. In the IT sector, there is a slowdown in orders, and companies need to focus on new revenue avenues such as artificial intelligence and cloud growth.

Lucknow , Uttar-pradesh , India , China , Ajay-bagga , Mukesh-ambani , Ather-energy , Infosys , Offering-college , Wipro , Indian-school-of-business , Market-expert