Indian households are eating better with an average calorie intake of 2,212 kilocalories in rural India and 2,240 Kcal in…
Tag: consumption
Expect positive trend as benefits of rate cuts & consumption boost trickle down: Anand Radhakrishnan
Anand Radhakrishnan, MD, Sundaram Mutual Fund, says rate cuts are expected to boost both listed and unlisted companies by improving…
investment outlook: ETMarkets Smart Talk: Sachin Relekar on consumption & defense: Top themes for future wealth creation for long term investors
Welcome to ETMarkets Smart Talk. In this insightful session, we sit down with Sachin Relekar, Senior Equity Fund Manager at…
consumer discretionary vs staples: Fund Manager Talk | Discretionary consumption sector set to outpace staples: Mirae’s Siddhant Chhabria
Mirae Asset’s Fund Manager Siddhant Chhabria believes India is entering a multi-year consumption upcycle, driven by easing inflation, tax reliefs,…
Large IT may perform better than large banks; second-rung BFSI, domestic consumption good bets: Digant Haria
Digant Haria, Co-founder, GreenEdge Wealth, says thinking of taking a call that large IT stocks in the next 12 months…
ETMarkets Smart Talk: Stay local, stay resilient: Aditya Khemka recommends healthcare, consumption plays
“While the direct impact on India may be limited compared to countries more deeply integrated with US trade flows, the…
Indian consumption sector’s defensive shield cracks — can this rare 20% slide unlock an entry point? Motilal Oswal weighs in
India’s consumption sector, traditionally seen as a defensive haven during market volatility, is in the midst of a rare and…
Household consumption RBI bulletin – Tax cuts in Budget 2025, moderating inflation to boost household consumption: RBI
The Reserve Bank of India, in its latest bulletin, released on February 19, stated that the tax cuts announced in…
stocks: D-Mart and Trent to outperform amidst India’s changing consumption landscape: Jignanshu Gor
“I do not cover FMCG so far. But on restaurants, I am outperform on Jubilant and Devyani, the two larger…