Watch the Strait of Hormuz as closely as you watch earnings: Uttam Kumar SrimalIndian companies are showing steady earnings despite global challenges. While consumption names like Nestle and HUL are performing well, Ma...
01 May, 2026, 11.10 AM IST
In a volatile market, odds do favour contrarians, but only if they have an edge: 4 stocks from different sectors with dividend yield of up to 5.8%When a fundamentally strong business is available at 4% dividend yield, the probability that you will have both dividend and the capital ga...
26 Apr, 2026, 01.20 PM IST
El Nino impact: Which stocks will burn & which will fire up as market braces for heat waveIndia faces a strong El Niño, threatening below-normal rainfall and impacting agriculture. While rural-linked sectors like two-wheelers and...
24 Apr, 2026, 09.35 AM IST
Traders! Stay long, trail your stops as Nifty rally broadens, says Vinay Rajani; picks 3 stocksThe Indian market is recovering with broad participation. Technical analyst Vinay Rajani sees the Nifty moving towards 24,800. He highlight...
21 Apr, 2026, 04.19 PM IST
Gautam Duggad on why midcaps will keep beating Nifty and his top bets for FY27Gautam Duggad of Motilal Oswal Financial Services anticipates a sharp earnings slowdown in the fourth quarter. He strongly recommends PSU b...
16 Apr, 2026, 04.53 PM IST
Neeraj Dewan on Israel-Iran conflict and why he prefers to bet on domestic consumptionMarket expert Neeraj Dewan remains optimistic about domestic consumption, economic revival, and related sectors like infrastructure and fin...
17 Jun, 2025, 12.11 PM IST
Aam Aadmi’s welfare to fare well for FMCGFMCG stocks favored as money exits PSU stocks. Strengthening consumer sentiment, rural market support are priorities for BJP.
05 Jun, 2024, 08.48 AM IST
IT could be a good tactical bet for the near term: Mahesh NandurkarStaples is also a sector where we are clearly seeing the benefit of lower raw material prices reflecting in better EBITDA margins. So, thos...
28 Aug, 2023, 10.55 AM IST
Why is ITC stock reacting negatively to demerger news? Abneesh Roy answers“ITC FMCG business has become large and it is free cash flow positive. Tobacco business volume growth is not bad at all, given that they ar...
24 Jul, 2023, 03.46 PM IST
FMCG among top 5 performers in 2022 as faith in India’s consumption story intactA year that saw volume growth drop sharply due to the inflation impact on rural consumption,and profitability bearing the brunt of spiralli...
21 Dec, 2022, 09.06 AM IST
Rising costs hit grocery consumption, staples and F&B worst affectedThe number of goods bought, or volumes, fell 0.8% in the quarter, according to global consumer research firm Kantar Worldpanel (formerly IM...
04 May, 2022, 04.56 AM IST
FMCG pack can underperform for multiple years, says JefferiesJefferies said if the economy were to see a sustained capex-led upturn, there is a real risk of FMCG underperforming the broader index over...
21 May, 2021, 05.12 PM IST
Why Nifty FMCG looks strong on charts?Nifty FMCG has lost 4.5% in the past 3 months, while Nifty 50 gained 9.3% during the period.
10 Nov, 2020, 07.12 AM IST
Soaring FMCG valuations may have moved out of comfort zoneThere are couple of reason why FMCG stocks trade at dizzy valuations
06 Sep, 2018, 10.38 AM IST
Prefer urban discretionary names in the FMCG space: Amit KhuranaOn a relative basis, they could, but our sense is that the valuations leave very little room for you to make absolute returns there.
05 Jan, 2016, 10.46 AM IST
FMCG stocks to outperform among other sectors: Harendra KumarThe structural benefits to FMCG, if there is a rate cut, is somewhere in the middle of this year, it could spur demand and the raw material...
07 Jan, 2015, 10.34 AM IST
Cash flows of FMCG sector remains strong: IV Subramanium, Quantum AMCThere was no point in holding onto the consumer staples which has a PE ratio upwards of 30 times, says IV Subramanium.
05 Jul, 2013, 10.27 AM IST