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FII flows: Till next Fed policy comes in December, oil price will be the greater trigger for FII flows: Sunil Subramaniam

“I expect the demand story around the consumer goods basket to remain fairly healthy right up to the parliamentary election. That augurs well. Though the numbers have not been great, I would still say that it is a good point to accumulate consumer stocks at this point in time, given the outlook for the next six months.” ....

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sunil subramaniam: Add defensives to your portfolio over next 6 months: Sunil Subramaniam

“ Given a lot of nervousness in the market, there is a little bit of profit booking and a reallocation of FII money. Buy equities smartly. Add defensives to your portfolio over the next six months. From then onwards, you can shift to a growth-oriented theme. There is no need to reallocate to debt just for this short-term volatility that I see ahead of the equity markets. ” ....

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amazon: Amazon analysts expect same-day delivery to boost margins in Q3

Same-day delivery is now offered in at least 90 cities, free for Prime members while non-members pay $9.99. The retailer invested heavily in 2020 and 2021 in logistics to make same-day delivery, which it introduced in 2015, available in more places. ....

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