● Neutral for Indian equities
The mighty American consumer is crashing through inflation and driving growth
- Marico’s core franchises expected to power a strong Q2 as FMCG demand holds firm
- Domestic conditions conducive to rate hike
- Below normal monsoon’s impact on rural demand a key concern for FMCG sector
- Weak monsoon weighs on rural demand; September tractor sales fall at M&M and Escorts Kubota
- Nifty FMCG falls 6% in six months. Can festive demand trigger a recovery? | Marico, HUL, Tata Consumer among top picks