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RURAL CONSUMPTION THEME
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...- Pankaj Pandey identifies defence, pharma and consumption as core stock picking themesIndian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pre...
- June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
- Rural India, agro chemicals, and value retail: Where Aniruddha Naha is putting money to workAniruddha Naha of PGIM India sees opportunity in rural India's revival. He advises investors to build portfolios now for a stronger FY28. N...
- Buy capital goods on dips, stay cautious on IT and consumption: Sudip BandyopadhyayMarket expert Sudip Bandyopadhyay outlines investment strategies across key sectors. He sees opportunities in State Bank of India and a gen...
- From soaps to biscuits, your grocery bill may be headed higher againDabur India anticipates price hikes in Q1 FY27 due to persistent inflationary pressures, particularly in packaging materials, driven by Mid...
- Sandip Sabharwal remains bullish on FMCG, retail and defence themesIndian equity markets are poised for a potential rally driven by strong corporate earnings and resilient consumer demand, according to mark...
- The Bengali factor: Jhalmuri, Durga Puja and other strategies in West Bengal's battle for powerWest Bengal Election 2026: Polls in the state are a battle of narratives. Parties are using food and cultural symbols to connect with voter...
- 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...
- Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
- ETMarkets Smart Talk| Financials, consumer discretionary, metals to drive FY27 growth: Rahul BhuskuteDespite a volatile start to FY27 driven by geopolitical risks, oil price swings, and rate uncertainty, the outlook for Indian equities rema...
- Early monsoon boosts hopes for rural revival and consumption play: Siddhartha KhemkaEarning season shows decent results, meeting or exceeding expectations. Nifty's EPS growth is around 6%, surpassing the anticipated 4%. Q4 ...
- Still bullish on India; consumption remains cornerstone for India story: Jonathan SchiesslI think broadly speaking, the market does offer a lot from a consumption perspective. So, multiple sectors and it is a very exciting space ...
- Rural consumption will be the silver lining to the dark clouds: PGIM India MF‘Our job will be to continuously look at good companies across segments’
- CLSA tips rural consumption, housing themes ahead of pollsAnti-incumbency and opposition parties uniting against BJP could be main hurdles, said CLSA.
- Consumption stocks to get the vote as rural tune plays in poll seasonThe Nifty consumption index has outperformed the Nifty benchmark index by 6% in past one year.
- FMCG offers an opportunity to play rural consumption themeConsumer appetite had taken a hit after government’s demonetisation move.
- It will rain returns for these stocks if monsoon forecast hits the bull's eyeThe urban consumption theme played out pretty well last year, but the rural piece was missing.
- How to pick stocks when the market is on a highStock picking with correct valuation is very important for theme-based portfolios.
- Bearish on consumer staples; rural biz to fare better: Tirthankar Patnaik"We like Britannia, Marico, Dabur are stocks that we have been pushing and on the same theme we have been pushing two wheelers over four wh...
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