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FMCG SECTOR DISAPPOINTMENTS
Jewellery, defence, and banks: Nuvama's Nikhil Ranka reveals where to find real opportunitiesNuvama Asset Management's Nikhil Ranka identifies key investment opportunities and potential pitfalls in India's equity markets. While reta...- Nifty upside limited, but stock-specific opportunities remain: Pramod AmtheIndian equities face headwinds from inflation and monsoon uncertainty, yet opportunities exist. Pramod Amthe of InCred Capital highlights s...
- Markets poised for a positive run if geopolitical risks ease: Ambareesh BaligaMarket veteran Ambareesh Baliga sees Indian equities well-positioned if geopolitical tensions ease and macro conditions remain supportive. ...
- Byju gets jail term; SC backs 28% gaming GSTLegal troubles compounded for Byju Raveendran as a Singapore court sentenced him to six months in jail. This and more in today’s ETtech Top...
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the skyThe 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...
- Tactical buying visible in IT, selective opportunities emerging in auto ancillaries: Neeraj DewanIndian stock markets are navigating a balance between optimism and caution. Inflationary pressures and global uncertainties are key concern...
- Neeraj Dewan bets on defence, realty and NBFCs for long-term growthIndian stocks saw a strong recovery driven by hopes of a US-Iran peace deal. This eased concerns about crude oil prices, benefiting sectors...
- 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...
- Most hated stocks: FIIs dumping these 146 companies without a break for 4 straight quarters. Do you own any?Foreign institutional investors have been consistently selling shares in 146 Indian companies for four consecutive quarters. This selling s...
- Be cautious on IT stocks, back energy and telecom: Neeraj DewanMarket expert Neeraj Dewan advises caution in IT, favoring energy, telecom, FMCG, and select consumer durables for better risk-reward. He s...
- IT stocks could return 20-30% from here, but don't expect a structural bull run: Sandip AgarwalIndian IT sector outlook is positive. Fund manager Sandip Agarwal believes the worst is over. A 20-30% index return is possible soon. Clien...
- 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...
- FMCG watch: Kaustubh Pawaskar on what to expect from Trent, Marico, and Titan amid monsoon uncertaintyIndia's consumer market is recovering as the new fiscal year begins. However, investors are advised to be selective. Rising commodity price...
- Analysts downgrading FMCG stocks; pharma looks good: Hemindra HazariThere are very few companies which are outperforming analysts' expectations, says Hazari. FMCG space has been a disappointment, he adds.
- FMCG stocks' underperformance not a worry for investorsThe disappointing December quarter performance of the FMCG companies on account of slack consumer demand has not deterred investors from la...
- Go underweight in FMCG space: Prabodh Agrawal"FMCG cos look very pricy at this point of time and given the volume and bottom line growth slowdown, we would advise investors to reduce e...
- FMCG stocks to face some margin squeeze: Sandeep Shenoy"The sector is one of the defensive sectors. But the intuitive expectations on the valuations could be a bit on the higher side."
- Expect FMCG sector to be muted; margins to be disappointing: Mehraboon Irani, Nirmal Bang SecuritiesMehraboon Irani, Nirmal Bang Securities, shares his views on the current outlook of the FMCG sector.
- FMCG stocks are priced to perfection: Nitin Raheja"FMCG has always been an alternative in defensive oriented markets. People are looking at ways to conserve their capital this time."
- MAT hike will be negative for IT: Madhusudan KelaMAT hike will be particularly more negative for sectors like IT and may be infrastructure which will come under the purview by and large.
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