Crude at $65, consumption boom, and the Rupee's new shield: Dinshaw Irani's big market callsIndia's economic headwinds are easing, with falling crude oil prices and a stabilizing rupee poised to boost the market. Helios Mutual Fund...
26 Jun, 2026, 02.35 PM IST
No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...
23 Jun, 2026, 03.33 PM IST
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...
19 Jun, 2026, 04.36 PM IST
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. ...
12 Jun, 2026, 12.35 AM IST
Unilever says it won't miss India's premium boom like it did in ChinaUnilever CEO Fernando Fernandez stated the company will not repeat past mistakes in China by being late to India's premium market. He empha...
03 Jun, 2026, 08.26 AM IST
For a match made in retail heaven, friction on earth can be realQuick commerce is transforming Indian retail. Platforms like Blinkit and Zepto now drive a significant portion of online sales for major FM...
30 May, 2026, 03.01 PM IST
Beyond fast-moving CGs for quick-comThe quick commerce sector for consumer goods in India is on an impressive growth trajectory, but it grapples with daunting challenges. Comp...
29 May, 2026, 11.45 PM IST
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 ...
24 May, 2026, 06.11 PM IST
Emami's desi portfolio puts up a fight as summer sales melt amid West Asia tensionsEmami's Q4FY26 results showed resilience in its core domestic business, which grew 11% excluding the summer portfolio. However, unfavorable...
21 May, 2026, 02.58 PM IST
D2C brands feel the pinch as consumers cut spendingRising input costs and shrinking demand are squeezing smaller brands, with consumer spending projected to drop 5-6% next quarter. D2C brand...
15 May, 2026, 06.00 AM IST
Election impact! 6 West Bengal-linked stocks that can benefit from new BJP governmentThe BJP's decisive win in West Bengal signals a potential economic revival, with investors eyeing stocks poised to benefit from pro-growth ...
11 May, 2026, 04.55 PM IST
Sameer Dalal warns Indian markets may lag as oil import costs riseIndian markets face headwinds from elevated crude oil prices, unlike the US which benefits from exports. Market expert Sameer Dalal warns t...
11 May, 2026, 11.55 AM IST
Election cash doles may trigger short-term consumption boost in apparel, smartphones, liquor: CEOsCash handouts from recent state elections are expected to boost spending on items like apparel, smartphones, and electronics. Consumers, es...
06 May, 2026, 12.29 AM IST
HUL to take calibrated price hikes amid cost pressures; demand situation stable: CEO Priya NairHindustan Unilever will implement calibrated price increases to counter rising input costs, focusing on volume-led growth. The company rema...
30 Apr, 2026, 06.19 PM IST
India's consumer discretionary firms set for strong growth, demand recovery in Q4: ReportConsumer discretionary companies anticipate robust revenue and earnings growth in the March quarter of FY26. Demand is recovering across va...
18 Apr, 2026, 06.42 PM IST
FMCG demand shows signs of recovery as GST-led price cuts lift volumes: ICICI BankFast-moving consumer goods (FMCG) companies in India are witnessing signs of demand recovery, supported by recent GST-linked price cuts and...
16 Dec, 2025, 12.58 PM IST
Consumer companies' topline growth hits 20-year low: JefferiesRevenue growth of consumer discretionary companies in India has hit a 20-year low and they are expected to report weak earnings for the Dec...
10 Jan, 2016, 01.03 PM IST