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RURAL RECOVERY NARRATIVE
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...- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
- 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 ...
- $100 crude & 95 rupee: Why Arvind Kothari is still buying these 5 emerging themes despite the warDespite economic headwinds, Niveshaay's Arvind Kothari sees opportunity in market dips, doubling down on high-conviction themes like electr...
- Sandip Sabharwal remains bullish on FMCG, retail and defence themesIndian equity markets are poised for a potential rally driven by strong corporate earnings and resilient consumer demand, according to mark...
- Auto sector posts strong April numbers with Maruti leading the charge, but FY27 challenges loomIndia's auto sector saw robust year-on-year growth in April, defying sequential dips attributed to high March bases and supply issues. Maru...
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
- City slickers catching up with country cousins: Morgan StanleyRural India continues to lead FMCG growth, outpacing urban markets for seven consecutive quarters due to strong farm incomes. While cities ...
- Q2 GDP expansion to be muted, FY25 growth projected at 7%: SBIThe State Bank of India predicts India's economic growth will slow to 6.5% in the second quarter of this fiscal year, but rebound to 7.2-7....
- Risk-adjusted returns in rural-linked stocks could be quite significant: Anshul SaigalLots of segments are monopolies in this space and there is bound to be interest in this space. There will be further interest in this space...
- Is rural India wheeling its way out of demand depression?India's rural economy faces challenges amid the overall economic growth, with disparities persisting. However, signs of rural demand reviva...
- FMCG sector to grow 4.5-6.5% in FY24: NielsenIQ; may decline by half from 2023The FMCG market is poised for 4.5-6.5% growth in FY24, this outlook reflects the industry's ability to navigate complexities and adapt to e...
- FMCG industry records 6.4 pc volume growth, rural & urban consumption gap narrows, says NielsenIQIndian FMCG industry's volume grew 6.4% YoY in Q4'23, with uptick in consumption in both urban and rural areas. Consumption gap between urb...
- K-shaped recovery narrative flawed and baseless: SBI ResearchThe State Bank of India researchers stated that nearly half of India's consumption will be carried out by the lower-income segment, compris...
- Marico stock rises over 3% after Q3 business updateWhile the urban and premium categories maintained a steady pace of growth, "recovery in rural demand was not as discernible as retail infla...
- Gauge the road in front in auto salesFebruary's auto sales in these two segments fit into India's investment-led recovery with consumption demand yet to catch up. Passenger veh...
- Assam cabinet proposes to come up with a new act for microfinance institutionsAssam industry minister, Chandra Mohan Patowary after the cabinet meeting said, “New Act proposal for micro-financial institutions in line ...
- One shouldn’t read too much into results this quarter: Motilal OswalIt would not be prudent to read too much into it because at the end of the day, it is one quarter result in the life of a company and this ...
- As retail investors lose faith in stocks, UBS sees negative returns in 2019Brokerage UBS expects the Nifty50 index to test 10,000 level by end of December 2019.
- FMCG rally has urban bias; stock specific performance now catches the eyeAccording to the current argument, as urban consumption growth outpaces the rural, it will benefit companies with more urban product portfo...
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