CONSUMER SECTOR

Foreign investors renewed buying in automobiles, information technology (IT), construction materials, oil & gas and consumer durables sectors.

Despite the ongoing bullish trend on D-Street with frequent new highs, Kotak Institutional Equities has cautioned investors by debunking five prevalent market myths in a recent note. Among these myths are beliefs that Indian markets are currently tr...

So, nothing changes from our original hypothesis perspective and we do not churn portfolio very often, so our holding continues to remain more or less same.

The 30-stock S&P BSE Sensex reached a record high of 80,074.3 before closing the session at 79,987, up by 545 points or 0.69%. Meanwhile, the broader Nifty hit a peak of 24,309.15 before ending the day at 24,287, gaining 163 points or 0.67%.

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 perfor...

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 econom...

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 com...

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 state...

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.

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.

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.

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 con...

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.

​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.

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 significa...

Portfolio allocations and future policies of the NDA govt will be a key determinant of market movements, said a report by Prabhudas Lilladher

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.

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 ...

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.