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DAIRYING FINANCIALISATION
With inflation easing, GST cuts and rising asset values, India's witnessing a quiet wealth revolutionThe landscape of household finances is transforming as inflation drops to a stunning 99-month low, instigating a surge in consumer spending...- Wealth creation & a new, increased total addressable market: 6 large-caps from different sectors with upside potential of up to 39%How would you describe a company that has been in existence for 40 years but has done well only in the last 10? Now, when we say “done well...
- Time to think about one plus India. EMS can continue to be a big bet: Vikas PershadVikas Pershad of M&G Investments believes that investors should consider India as a market along with China. He highlights the rise of reta...
- PM to visit Gujarat, Tamil Nadu on July 28-29Prime Minister Narendra Modi will visit Gujarat and Tamil Nadu on July 28-29 during which he is scheduled to inaugurate and lay foundation ...
- Budget may have intent of tax rejig; policy to wait DTC reportWe expect measures to encourage allied activities in farming (dairy, shrimp farming etc), he says.
- Insurance, dairy make for compoundable long-term investment: Vikas Khemani, Edelweiss SecuritiesA year, year-and-a-half down the line, you will see a strong rural consumption in play.
- New investor-driven dairy models may push cattle owners out of businessThe surge in milk production can be credited to the establishment of dairy cooperatives under the Operation Flood.
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