India’s microdrama market likely to favour scaled winners as sector matures: BDOIndia's emerging microdrama market is set for growth. Experts predict business models focusing on viewer engagement and repeat viewing will...
14 May, 2026, 01.23 PM 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
Republic Day sales see fastest growth in five years on GST cuts, wedding demandRepublic Day sales recorded their fastest growth in five years as demand picked up across groceries, electronics and apparel. Lower prices ...
27 Jan, 2026, 05.00 AM IST
BofA’s 2026 India market call: Earnings, not re-rating, to drive NiftyBank of America Securities anticipates Indian equities in 2026 will be driven by earnings growth, not valuation re-ratings, with strong dom...
16 Jan, 2026, 09.00 AM IST
Nitin Raheja bullish on Nifty amid GST cuts and festive demandNifty nears all-time highs as a surprisingly strong earnings season validates market confidence. Early signals suggest the second half of t...
17 Nov, 2025, 10.12 AM IST
Goldman Sachs gives 4 themes, 11 stocks for India alpha hunters after largest Nifty underperformance in two decadesGoldman Sachs upgraded India to Overweight, setting a Nifty target of 29,000 by 2026. The brokerage cited strong earnings prospects and out...
10 Nov, 2025, 02.39 PM IST
Heavy lifting on GST done at lastGoods and Services Tax rates see a collapse with many items moving to lower slabs. Opposition to the reform reduces, making rate adjustment...
04 Sep, 2025, 12.31 AM IST
Trump tariff impact on India ‘overhyped’; premium consumption, NBFCs to lead growth: Marcellus' Krishnan VRTrump tariff impact on India: New US tariffs are expected to have a limited impact on India's economy. Krishnan VR of Marcellus believes do...
27 Aug, 2025, 04.40 PM IST
Fund Manager Talk | Discretionary consumption sector set to outpace staples: Mirae’s Siddhant ChhabriaMirae Asset's Siddhant Chhabria anticipates a multi-year consumption upcycle in India, fueled by easing inflation, tax reliefs, and a rural...
21 May, 2025, 09.00 AM IST
FMCG companies back premiumisation to revive urban market in 2025Urban demand in the FMCG sector is expected to recover by mid-2025. Companies are focusing on premium products to drive growth despite curr...
28 Dec, 2024, 10.48 AM IST
Burgers for burghers macs good senseMcDonald's is moving into premium offerings as budget-conscious consumers cut back on fast food. With inflation impacting value packs, the ...
31 Aug, 2024, 01.52 AM IST
Spending gets rural springboard: More money in consumer’s hand will lead to a rise in demand for consumer goodsThe Indian government's budget focuses on infrastructure, rural outlay, and tax savings, which are expected to boost rural demand for packa...
24 Jul, 2024, 12.35 AM IST
This fund manager thinks it is the right time to bet on consumption theme. Here’s whyThe common theme is these are all branded goods and services that consumers are either consuming today or want to consume. So, in a way, th...
25 Jun, 2024, 10.58 AM IST
Pvt sector capex likely to expand amid expectations of high growth: ExpertsCII's business confidence index touched a 12-quarter high in Q4FY24, with 51% of firms expecting capacity utilisation of 75% and above. Mor...
12 May, 2024, 11.24 PM IST
RBI data hint at strong consumption revivalData show consumers are shifting back to credit card spending from debit cards as part of the post-Covid revival trend. While monthly credi...
06 Sep, 2022, 05.07 AM IST
About 50% industry respondents feel Budget will revive their business, says Deloitte surveyThe online Deloitte survey titled - Would Union Budget 2021 accelerate the industry's recovery? - posed a set of about 12 questions, includ...
22 Jan, 2021, 05.26 PM IST
Demand muted because of economic factors: GSK Consumer MD Manoj Kumar"We've expanded foods where we can get the best returns, but as of now, it's in select markets. Foods business contributes close to 6% of o...
21 Mar, 2017, 12.35 PM IST