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CONSUMER DISCRETIONARY MARKET
Reliance AGM 2026: Isha Ambani lays out Rs 1 lakh crore FMCG ambition amid Jio IPOReliance Industries used its 2026 AGM to outline ambitious growth plans across retail, consumer goods and digital businesses, while also ta...
AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...
India's consumption story coming back to life and the timing couldn't be better: Ashi AnandIndian consumers are set for a strong recovery. Falling interest rates and potential oil price drops are boosting confidence. Tax cuts are ...
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
Foreign whisky sales slow for second straight year as post-pandemic boom fadesGrowth in imported whisky sales slowed for a second consecutive year in 2025 across Scotch, Irish, Japanese and American categories, reflec...
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...
Nykaa shares jump 8% to fresh 52-week high after unveiling FY30 roadmap; targets up to 3x revenue growthNykaa's parent company, FSN E-Commerce Ventures, saw its shares surge over 8% to a 52-week high after unveiling an ambitious FY30 vision. T...
L’Oréal buys control of Innovist as India beauty battle intensifiesL'Oréal SA is acquiring a majority stake in Indian beauty startup Innovist. This move strengthens L'Oréal's position in India's rapidly exp...
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
United Foodbrands among 6 consumer discretionary stocks that hit 52-week highs and rallied up to 70% in a monthA strong rally in Indian equities pushed several consumer discretionary stocks to fresh 52-week highs. United Foodbrands, Jay Bharat Maruti...
FIFA World Cup marketing spends in India may halve as brands stay awayThe FIFA World Cup has begun in India with minimal marketing buzz. Brands are hesitant due to poor match timings and late broadcast deals. ...
India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...
Gold price crash may revive wedding demand as buying season nearsGold and silver prices witnessed a sharp correction from recent highs, raising hopes of stronger jewellery demand. Industry experts expect ...
Global markets: Australian shares rebound as banks and consumer stocks rallyAustralian shares rebounded on Wednesday, driven by gains in banks and consumer stocks, as softer economic data eased rate hike expectation...
China's factory inflation hits 3-year high as energy costs surgeChina's producer inflation rose to a near three-year high of 3.9% in May, driven by higher energy costs and AI-related demand, while consum...
Ather Energy among 7 consumer discretionary stocks that hit 52-week highs & rallied up to 50% in a monthSeven stocks from the BSE Consumer Discretionary index defied Monday's downturn and scaled fresh 52-week highs. Companies including United ...
Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA SecuritiesIndia's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, risi...