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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?- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha
- Macro, the Mightiest: Why India’s biggest macro variable still falls from the sky
- $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...09 May, 2026, 06.46 PM IST
- 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...08 May, 2026, 12.55 PM IST
- 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...05 May, 2026, 09.00 AM IST
- 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...15 Apr, 2026, 03.59 PM IST
- 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 ...19 Nov, 2025, 03.33 PM IST
- 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....06 Nov, 2024, 11.54 PM IST
- 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...17 May, 2024, 11.32 AM IST
- 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...01 Apr, 2024, 02.53 PM IST
- 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...06 Feb, 2024, 04.10 PM IST
- 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...06 Feb, 2024, 03.27 PM IST
- 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...08 Jan, 2024, 01.12 PM IST
- 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...05 Jan, 2023, 12.04 PM IST
- 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...03 Mar, 2022, 11.07 PM IST
- 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 ...13 Dec, 2020, 07.09 PM IST
- 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 ...17 Jul, 2020, 02.28 PM IST
- 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 2019.17 Jan, 2019, 01.36 PM IST
- 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...20 Nov, 2014, 11.31 AM IST
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