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CONSUMPTION DISCRETIONARY VS STAPLES
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...
War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...
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...
Kitchen staples face rising price pressure as El Nino risks growExpect higher prices for essential kitchen items like spices, eggs, and dairy. Food inflation is rising, with a potential monsoon deficit a...
IND vs AFG Live Streaming: When and where to watch 2nd ODI in Lucknow as India look to continue winning runIndia vs Afghanistan Playing 11: India aims to extend their winning streak against Afghanistan in the second ODI in Lucknow on June 17, fol...
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...
IND A vs AFG A live streaming, playing 11, prediction, pitch and weather report for India A vs Afghanistan A Sri Lanka tri-series matchIND A vs AFG A Live Streaming, Playing 11 Prediction: India A needs a victory against Afghanistan A in the Sri Lanka A-Team Tri-Series 2026...
India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...
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...
Love instant popcorns, diet drinks? Celebrity nutritionist shares 5 common foods that may be quietly ruining your healthNutritionist Suman Agarwal highlights hidden health risks in everyday foods. She cautions against colas, bhujia, instant noodles, spice mix...
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...
CNG momentum to stay robust through FY27, Morbi PNG demand set for all-time highCNG vehicle registrations and industrial gas utilization are poised for remarkable growth. With CNG vehicles presenting significant cost be...
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...
Portfolio management services explained: How PMS works, its types, costs, and who should investIf you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for you. In the 1...
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...