LONG FORM CONSUMPTION
Govt should continue their medium-term focus on infrastructure, public capex: Surendra Goyal
But overall, we think that they are in a fairly comfortable position and the medium-term focus on infrastructure, public capex, etc, that should continue.
ETMarkets Smart Talk: We could see tweak in corporate & personal tax to boost consumption in Budget 2024: Samir Bahl
While the expectations on overall economic growth were unchanged, FED committee members increased their inflation forecast for 2024 and 2025 and hence in June 2024, Fed kept the interest rates unchanged at 5.50%.
ETMarkets Smart Talk: Rural consumption could top priority in Modi 3.0’s final Budget in July: Vinay Jaising
The BJP led NDA alliance is confident of forming the government for the third time consecutively which has not happened in India since 1962 when the Nehru led Congress was in Power; and an extremely spectacular event.
Twin engines of investment and consumption cycle can fire economy over next 12 -18 months: Taher Badshah
It is a nice combination to therefore have look forward to and that is what is keeping the market excitement up. Of course, we have a plethora of important events which we get into in the second half of the year whether it is the outcome of the monsoons, policy on the budget and of course certain global events as well including the US elections, the whole thing about policy rates, interest rates and how are we going to be navigating that over the next six odd months.
ETMarkets Smart Talk: There will be FOMO among long only FIIs in Modi 3.0: Sorbh Gupta
On the day of the result, the market experienced increased volatility. But we anticipate that this volatility will lessen over the coming days and that the market's attention will eventually switch to macro and solid fundamentals, which continue to remain strong.
Market will wait for policy recalibration before taking a portfolio call: Nilesh Shah
One policy recalibration which probably will happen is that there will be more support to consumption at the bottom end of the pyramid and for mass market product. Now, with that kind of policy recalibration, markets will then adjust to a new level and try to build scenario.
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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.
PNGRB withdraws notices to declare 54 city gas networks as common carrier
The Petroleum and Natural Gas Regulatory Board (PNGRB) has withdrawn notices to declare city gas networks in 54 licensed areas as common carriers, ending a legal tussle with affected city gas distributors.
What kind of election results would shake up the markets? Seshadri Sen answers
Seshadri Sen discusses the impact of BJP's majority in the upcoming elections on the economy, focusing on manufacturing, infrastructure, and capital goods sectors. sen says the the only negative outcome for the markets is that the BJP falls considerably short of the absolute majority. All other outcomes are largely the same.
2 large-cap stocks Sandip Sabharwal is bullish on for near term
I think when I am saying that you should have some cash at that time, recommending stocks to buy is tough. But I think where people should be looking at is trying to buy into I think consumer names which have not participated so much and which will actually outperform if there is a correction also.
Terrorism started to consume those who long practised it: Jaishankar
In an address at an event hosted by the CII, Jaishankar also talked about the power of currency and how "threat of sanctions" are deployed in the "toolbox" of global diplomacy, in remarks that came days after the US warned of sanctions after India and Iran sealed a deal on the Chabahar port.
Drug regulator forms panel to evaluate OTC candidates
The sub-committee, which includes various doctors from the country's top government hospitals, representatives from Indian Council of Medical Research (ICMR), drug controllers from various states, will develop a mechanism for the drugs to be sold OTC, considering globally prevalent regulations and practices.
Stock Radar: Consumption stocks on radar! ITC eyeing breakout above 200-DMA; should you buy now?
ITC hit a high of Rs 499 on July 24, 2023, but failed to hold the momentum. 200-DMA on the daily charts is likely to act as a stiff resistance. A close above the same is expected to take the stock towards 465 levels in 3-4 weeks.
Careful with long-term financial cycles
A long-term financial cycle has coincided with, and bolstered, the current investment cycle. That's good and bad news for India's growing economy. The outcome is a higher investment-to-GDP ratio. But there is need for caution. If the financial cycle runs ahead of the business cycle unchecked, eventual stresses could be severe, worsening the inevitable downturn.
Sugar, you shrunk the kids: Bouquet of diseases nestled within your child's nutritional drinks
Have you been a fan of "nutritional" drinks since childhood? Chances are, the milk you consumed was laden with about 50% sugar. This habit may have continued into adulthood, contributing to India's reputation as the "diabetes capital of the world." Recent controversies surrounding Nestle's Cerelac have exposed the issue of added sugar in products for infants. As concerns grow over high sugar content in supposedly nutritious drinks, it is crucial for consumers to be aware of their sugar consumption.
45-50% growth in Amul’s summer product categories likely this year: MD
Amul India navigates cocoa price surge impact by passing on costs to consumers. However, as Amul is still a value for money brand, it would pinch the consumers much. Partnerships with CAMPCO aid cocoa bean producers. Expansion into the US fresh milk market and focus on ice cream and beverage SKUs drive growth expectations of 45-50%.
Do short term headwinds provide a long term opportunity? 6 stocks from sugar sector with upside potential of up to 38%
In a sector, where government policies have a major impact, the risk of any change in policy impacting the players is always present. That is the reason why the valuations of these stocks from such sectors don't cross a certain threshold. Probably the sugar sector tops the lists of such sectors and the reason is because both the central and state governments have some say in the policy making. Recently, there was a tweak in how much sugar cane juice can go for ethanol production and now a rise in fair remunerative price (FRP) which companies have to pay to farmers. In different states, it is called by different names, like state advised price or minimum support price also, however the reaction of the street was that all the sugar stocks tumbled. The fact is that in some states this price which sugar mills pay was hiked months back and that does not mean any negative impact. So, it has to be case by case rather than broad brush.
Can China maintain growth and 'transform' its economy at the same time?
China has been here before: in 2013, President Xi Jinping unveiled a slate of bold economic and social reform plans in a 60-point agenda that painted a long-term picture of free markets and consumption-driven growth.
Probability favors them: A set of stocks to fulfill the desire of trader and investor in you
Trading and investing are very different both in terms of skill sets, requirement of capital and finally the returns which one is able to generate from each of them. That is probably the reason that even the most exceptional wealth creators in the world have accepted this fact and stayed with what they are good at, either investing or trading. But the majority of us have this desire to do both trading and investing at the same time. This mixing of both may lead to a situation where either there would be no returns, or sub optima returns. While in the stock market there is nothing called guaranteed but there is a set of stocks which have higher probability to help all those who want to be trader and investor at both the time.
TikTok takes on YouTube, tests 30-minute video uploads
Chinese short-video making platform TikTok is apparently testing to help users upload 30-minute videos in a bid to take on Google-owned YouTube.
Spiritual Tourism is the new buzzword on D-St! Don’t ignore these 6 stocks for your long term portfolio
The emerging industry of spiritual tourism, which focuses on inner peace and connection with the divine, has gained popularity, especially after COVID-19. The Ayodhya Ram Mandir in Ayodhya is expected to become a hub for spiritual tourism, attracting thousands of visitors daily. The government's efforts to revive tourism sites and the contribution of tourism to India's GDP make it an attractive sector for investors. Stocks in sectors such as hotels, travel, telecom, and infrastructure are expected to benefit from the growth of spiritual tourism.
Medium to long term outlook for FMCG companies strong, margin expansion to continue: Kaustubh Pawaskar
Kaustubh Pawaskar says: “We should expect some improvement in demand from Q1 of FY2025 since inflation has also reduced and companies are passing on the benefit to the consumers in forms of price cuts and grammage increase. The benefits should start coming in the quarters ahead and if all goes well, monsoons turn out to be better, then it should help in revival in the rural demand.”
Expect reallocation of money from manufacturing & infra to consumption & banking: Sunil Subramaniam
Sunil Subramaniam says: “Multi-asset funds are now the only way to buy paper gold in a tax evasion manner. What our fund proposes to do is for a moderate investor who wants long-term inflation and fixed deposit beating returns with lower volatility, a blending of gold and equity in the same portfolio achieves a sharp reduction in risk but with not a commensuration return in rewards.”
YouTube rolling out policies specifically for dealing with deepfakes and for AI: Ishan John Chatterjee
YouTubes' Ishan John says: “What we are really seeing is viewers as well as creators are meeting this demand for multi-format consumption happening across shots, podcasts, long form, live, it is all available on YouTube and that has been our approach. Also, we are rolling out policies specifically for dealing with deepfakes and for AI. ”
Stocks to buy now: 9 companies that are likely to double their earnings in next three years
The market capitalisation of NSE-listed companies surpassed $4 trillion on 1 December 2023. The benchmark Nifty 50 and MSCI India indices delivered 16% YTD returns, against the MSCI indices of China, Brazil, the UK and Europe, with returns ranging from -15% to 12.3%. The investors’ sentiments are buoyed by the strength of the Indian economy, which is visible from the above-expectation 7.6% GDP growth in the second quarter of 2023. Going forward, the analysts expect reasonable earnings growth, supported by continuing capex programmes of corporate India.
Soaring high end, falling low end: India's consumption story splits in two after pandemic
Across many sectors, India’s consumption story has two diverging strands after Covid — demand is growing for pricier, premium products, especially in urban areas, while the sale of entry-level and mass-market goods is dipping.
Top-line consumption growth is back; market discounting state election results: Sunil Subramaniam
“With commodity prices falling, we are going to see margins increase. From an overall situation, I would rather see that the consumption pack sacrifice margins for growth at this stage because that will have a multiplier effect on their own business and the economy. Getting growth back is positive because capacity utilisation has kind of frozen.”
Stocks with up to 16% upside potential: 5 fundamentally strong companies that can generate above-average returns
The following are the five companies covered by a decent number of analysts and currently offering a double-digit share price potential.
Long-term wealth can only happen in ‘hold’ phase. So, be patient: Mihir Vora
“If you are picking stocks individually, then you have to have faith in that company that you are invested in. But ultimately long term wealth and long term compounding can only happen in the hold phase. So, be patient and be aware of what you are doing. Be patient and be aware of what you are doing.”
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