CONSUMER SECTOR
FPIs invest Rs 26,565 crore in Indian equities in Jun
After two months of net outflow, foreign investors turned buyers in June, infusing Rs 26,565 crore in Indian equities, driven by political stability and a sharp rebound in markets.
Rise in value-seeking customers, key FMCG sectors face tampering of growth: Report
The report highlighted a significant shift in consumer spending patterns with a rise in value-seeking buyers, which is evident across consumer businesses. While the consumer may increase their spending on leisure activities, suggesting a good performance for the aviation and hotel industries in FY2024-25, it added.
Indian Budget 2024: Jefferies sees affordable housing, capex-related businesses, consumer goods sectors getting the most benefit
Budget 2024 anticipates positive impacts on various sectors, with potential benefits for consumer goods and affordable housing. The budget may include tax cuts, interest subsidy reintroduction, and stable capital gains tax policies, fostering economic growth and fiscal prudence.
Oil & gas, construction and IT head FPI sell list; realty gets most inflows
Overseas investors, FPIs, NSDL data show ₹12,519 crore sold in 11 sectors between June 1-15. Oil & gas, construction, IT, metals & mining saw money shift. Oil & gas had largest selling at ₹3,683 crore in June's first fortnight.
Wall Street Week Ahead: Retail stocks search for direction as rates stay high
Elevated U.S. interest rates are impacting the U.S. retail sector, with some stocks soaring while others struggle. The S&P 500 Consumer Discretionary index is up 14%, driven by select stocks, like , which is up 21%. However, lower-income focused companies, like Dollar Tree and Dollar General, have faced declines.
5 stocks Sandip Sabharwal is bullish on from infra sector
I would be quite bullish on the sugar stock, especially those which have a sugar plus ethanol story going for them. And the other companies which also have a power story, but not to a very great extent. So main issue ethanol and the government statements post elections and government formation have been extremely constructive from the ethanol side.
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FMCG and consumer durables poised for growth : Trideep Bhattacharya
I think the market has taken comfort over the last few days since the election result has come out, until yesterday that the ministries have been announced that broadly speaking the policy directive is likely to remain the same.
NFO Watch: HDFC Manufacturing Fund, 8 others collect over Rs 10,000 crore in May
Around nine mutual fund NFOs were floated in the market in May, which together collected Rs 10,140 crore, according to the monthly data released by AMFI.
Milind Karmarkar on two sectors that may outperform in Modi 3.0
Power utilities have already done well and possibly they will continue to do well because there is growth in that sector. So, many of these companies are putting in new power plants and things like that. So, there is definitely growth in that sector.
Consumer sector in focus post-election results! D-Mart, Tata Consumer could give 12-18% in 1 year
We believe this rally in staple stocks is driven by not only its ‘defensive sector’ tag but also the underlying excitement, which was triggered by strong post-Q4 management commentary.
FIIs bought stocks from these 4 sectors ahead of election results
In May, FIIs were net sellers, yet invested over Rs 11,000 crore in 4 sectors: capital goods, consumer services, realty, and telecom, ahead of Lok Sabha election results. NSDL data reveals top buys in capital goods at Rs 6,024 crore, followed by consumer services, realty, and telecom. Financial services and IT bore the brunt of FII outflows.
Markets should double in next four-five years: Milind Karmarkar
Maybe we will look at it at that point in time, but right now we miss getting into it early, but as of now we do not want to buy it.
No single theme to drive market; volatility to continue: Milind Karmarkar
So, my belief is that whenever a coalition is at the centre, then you see a decent growth. The clear focus is economics. The clear focus is to do better for the masses and that is what drives the markets, that is what drives the economy as well.
Why investors are favouring FMCG stocks after elections
One key reason behind FMCG becoming a preferred choice in today’s time was this year’s general election. It was the most expensive affair with an estimated campaign cost incurred by political parties reaching a record Rs 1.35 lakh crore. A significant share of this pie moves into the pockets of rural India.
Tech-based NBFCs try a balancing act after RBI action on unsecured loans
NBFCs like DMI Finance, Vivriti Capital and InCred Capital expanded unsecured retail and small business lending, leveraging strong fintech partnerships over to grow their business coming out of Covid. Some of these companies took the acquisition route to scale up this business quickly.
NDA win impact: HUL, HDFC Bank among 31 stocks ideas likely to bounce back
Portfolio allocations and future policies of the NDA govt will be a key determinant of market movements, said a report by Prabhudas Lilladher
Markets can gain another 10% by year end: Samir Arora
But the bottom line is that this is a big event and the FIIs who have been selling for the last few months are not going to sell like this anymore and therefore you will be in a sweet spot where domestic guys are buying and foreigners are trying to build back their positions.
Financials, capital goods likely to lead; expect rotation in defence, railway names: Gurmeet Chadha
There is indeed a shortage, and discounts have virtually disappeared, not just for air conditioners but also for refrigerators and air coolers. Companies like Voltas performed well initially, but their recent results, especially in the EMPS space, were disappointing.
Surge in credit demand will boost the banking sector: Ashish Gupta, Axis Asset Management
"We want to ensure that one style does not get imposed on all products and there is enough diversity of styles and products," says Ashish Gupta, CIO, Axis Asset Management.
Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers
I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices. So, valuations, I do not think is too much of an issue. It is all about how big the opportunities and how Titan can deliver growth. We have a positive view. I think it is a part of the core portfolio.
EET Retail continues to expand fuel retail network
EET Retail, the retail division of EET Fuels, has reopened two new service stations in the UK, signaling a new era of convenience and service for the Essar consumer brand.
Telecom among top 5 sectors that led FPI inflows since January
Investors often track where FIIs are putting in their money as they have the power to move the markets. Trendlyne data shows that telecom cornered the biggest chunk of FII inflows from January 2024 till May 15, 2024. Take a look at the other sectors that caught FIIs' interest:
What should investors do with RIL and ITC? Amnish Aggarwal answers
Elections is a very important event and we are now just I think three trading days away from it. We had issued a note to our clients in which we had identified a few sectors and the scripts which would be doing well irrespective of the outcome of elections.
In Focus: Scrips that like a cloud on the horizon
Companies such as Hindustan Unilever (HUL), Britannia, Dabur, Hero Motocorp, Westlife Foodworld, Shoppers Stop and others have already indicated in their commentary a gradual demand recovery if the monsoon forecast turns out to be accurate.
ETMarkets Fund Manager Talk: Stocks from these 5 sectors to dominate FY25: Sachin Trivedi, UTI AMC
Sachin Trivedi analyzes Nifty 50 earnings growth, PSU banks' performance, and sector preferences for FY25. Highlights include select private sector banks, two-wheeler segment, and healthcare space. Trivedi further says that in the long run, markets adjust to earning delivery and valuation. Therefore, investors need to moderate return expectations from the market.
Financial services, IT top on FPI selloff list in May
The construction sector witnessed foreign selling worth ₹3,811 crore in the first half of May after they bought shares worth ₹280 crore in April. Oil & gas and fast-moving consumer goods (FMCG) also saw foreign selling worth ₹2,808 crore and ₹1,158 crore respectively.
V-Mart expects to grow 18-19% this year, says Lalit Agarwal
Lalit Agarwal, Founder & MD of V-Mart Retail, aims for 18-19% growth in a value-driven retail sector. Improved footfalls and consumer demand in smaller towns are observed. Efforts focus on providing best products, prices, and catering to Gen Z preferences. The Limeroad acquisition's impact on online burn and future scale-up plans are under scrutiny.
Industrials & Consumer Durables deliver biggest gains in Q4. Here’s how other sectors performed
Indian stock markets have been in a bright spot with Nifty500 surging 37% and Sensex 20% in the past one year. Here are the sectors with the biggest gains in the past quarter. Take a look: (Source Trendlyne)
SBI, Godrej Consumer top buys post Q4 results; could give 13-17% upside in 1 year
SBI and Godrej Consumer are top buys post Q4 results, led by BFSI and Auto sectors. Nifty stocks show growth, while Tier-1 IT companies face challenges. Business and credit growth outlook positive for SBI.
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