Around this time last year, we had analysed the FMCG sector’s March 2022 quarter earnings. At the time, the sector was grappling with twin headwinds of a demand slump and rising input costs. Valuations were still expensive. Most FMCG players have declared their results for the March 2023 quarter.
FMCG sector: At the crossroads Read More »
This earnings season, the standout performers come from the banking sector. While private banks led the revival in earlier quarters, this time around, performance is visible all round – across leading private banks to old private banks and PSU banks.
Should you still bank on banking stocks? Earnings review and more Read More »
Consumer durables is a category that stands between staples and lifestyle goods. This category has been hit on one hand by Covid-led lockdowns, and on the other by inflation eating into margins and hurting demand. The category has seen a more severe impact as it is neither buoyed by the non-discretionary nature of staples nor by the quick demand rebound that lifestyle consumption tends to see.
Consumer durables: On the comeback trail Read More »
When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?
FMCG sector: Pressures mount on earnings and valuations Read More »
Several sectors can benefit from the above measures, but none to any major degree. So, we will restrict this article to a select few sectors that can benefit; these being sectors that we are also focusing on or watching for opportunities.
Budget 2022 – which sectors can benefit? Read More »
While the Nifty 50 index has seen a sharp pull back in the last few trading sessions, there has also been a tectonic shift in how individual sectors have fared versus the Nifty 50. Sector rotation is clearly the name of the game.
Point & Figure charts – Identifying sector winners and losers Read More »
As the Nifty scales new highs, there are specific sectors that are outperforming the index. In a rally such as the present one, if you have a positive outlook on the broad markets, it makes sense to focus on these sectors than look for contrary picks.
Technical Outlook: Which sectors will outperform? Read More »
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