MARKETING SPENDING
Budget 2024: What does the stock market expect from the coalition government Budget? India's real consumption is expected to reach Rs 70 trillion by 2025, driven by demographics and rising incomes. By 2030, consumer spending may hit $4 trillion. Agriculture sees 6% growth, with budget support. Manufacturing and infrastructure expand...
15 Jul, 2024, 12.47 PM ISTConsumer spending on mobile services dips sequentially in Q4 User spending on mobile services (post-GST) rose a modest 1.4% sequentially to about ?55,524.5 crore in the fourth quarter of FY24 - 44% lower than the 2.5% sequential growth clocked in the third quarter of FY24 - as per latest sector performance da...
15 Jul, 2024, 09.01 AM ISTExpect portfolio companies to generate at least 25% earning growth: Aveek Mitra Aveek Mitra says he would not look into a particular number of whether this tax collection has increased or decreased or things like that. But he would like to see the new changes or reforms that are coming at the policy level. He expects the Budget...
15 Jul, 2024, 08.00 AM IST
FMCG sector poised for hiring surge as consumer spending hits $6 trillion FMCG sector in India set to boom with consumer spending projected to hit $6 trillion by 2030. Urban demand drives growth despite challenges. Organic and health products gain popularity. High turnover rates impact delivery schedules. Top roles in dem...
10 Jul, 2024, 01.03 PM ISTExpect the market to rally more toward Budget date: Andrew Holland Andrew Holland, CEO of Avendus Capital Public Markets Alternate Strategies, anticipates a pre-Budget rally in IT, banking, FMCG, and power sectors, aided by post-election gains, rural spending, and renewables. Key areas include consumer stocks, affo...
09 Jul, 2024, 08.15 AM ISTIT stocks in focus ahead of June Qtr results; TCS, Cyient top buy which could give 15-18% return The IT industry anticipates a slow start to the year with concerns over weak first-quarter performance. Mid-tier companies may see growth opportunities in 'pre-GenAI' spending. Margins are expected to be stable amid macro uncertainties. TCS and Cyie...
08 Jul, 2024, 11.32 AM ISTModi’s Budget to send India’s soaring stocks higher: Survey More than half of the 24 respondents estimated that the Nifty 50 Index may advance up to 26,000 points by the end of 2024, while one predicted the gauge can climb even more.
04 Jul, 2024, 12.52 PM ISTCapitalism hasn’t failed — we’ve actually greatly benefited from freer market Schumpeterians believe that government attempts to help, help and help again are the root cause of all that has gone wrong. They link this to declining GDP growth, angst among workers that 'decent jobs' are disappearing, rising inequalities, a soari...
02 Jul, 2024, 11.13 PM ISTIndian foreign spending skyrockets 29-fold in a decade Over the past decade, Indian expenditures on foreign exchange have surged dramatically, increasing from $1.1 bn in FY14 to $31.7 bn in FY24, driven largely by travel expenses. In contrast, remittances from overseas workers into India grew by 71%, ri...
01 Jul, 2024, 03.35 PM ISTDigital media growth to take Indian ad market size to Rs 1.2 lk cr in 2024 The Indian advertising market is predicted to grow 11.8% in 2024, reaching ₹1,22,155 crore, primarily driven by digital media. Traditional media ad revenue is expected to grow 8.4% to ₹64,398 crore, while digital media is expected to grow faster at ...
23 Jun, 2024, 11.46 PM ISTFMCG spends up 18% in two years due to inflation- Kantar Consumers have increased their spending on daily essentials, groceries, and household products by 18% in the first quarter of 2024 compared to two years ago, according to a recent Kantar report. Despite a recent softening in commodity prices, the pr...
22 Jun, 2024, 01.24 AM ISTGIFT Nifty signals a positive start for D-Street. Here's the trading setup for today's session Domestic markets continued to reach new record highs, building on gains made since the election results. "The market is also benefiting from positive trends in global markets, particularly in the US as it progresses steadily towards the presidential...
19 Jun, 2024, 07.36 AM ISTMilind 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.
11 Jun, 2024, 08.00 AM ISTAbneesh Roy's top four stock picks for strong returns over next year It is a coalition government and in the past we have seen that whenever that happens spends on the rural do increase. Please note that in the coming months, there are three-four key state elections also. So, we do expect that farm subsidy, farm sup...
10 Jun, 2024, 01.39 PM ISTMarkets 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.
10 Jun, 2024, 12.45 PM ISTNo 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.
10 Jun, 2024, 11.49 AM ISTWeaker BJP in power won't increase borrowing in July budget, says Kotak Mahindra Bank Budget 2024: A weaker majority for Prime Minister Narendra Modi's alliance may lead to increased welfare spending without the need for additional borrowing, potentially limiting a rise in bond yields, according to a senior executive at Kotak Mahindr...
07 Jun, 2024, 09.51 AM ISTBJP-led NDA's narrow majority shifts focus to rural spending and increased private investments The recent election results in India saw the ruling BJP-led NDA secure a majority, though narrower than expected. A Bernstein report predicts increased focus on direct social schemes, especially in rural areas. Private sector investments are expecte...
05 Jun, 2024, 09.04 AM ISTGen Z to help India's travel spending expand 9% a year: McKinsey Report A new McKinsey report predicts India's travel spending to grow at 9% annually driven by strong GDP growth. Domestic air passenger traffic is set to double by 2030, boosting the domestic travel market to potentially become the world's fourth largest.
04 Jun, 2024, 12.02 AM ISTBond market happy with RBI cheque to govt; will wait for July Budget before any move: R Sivakumar R Sivakumar shares insights on the government budget, interest rate regime, and investment strategies in light of RBI's dividend and market optimism. Sivakumar says the bond markets have not run away and that implies markets are going to wait for th...
24 May, 2024, 09.10 AM IST