Investors shy from FMCG stocks but embrace quick commerce platforms: Why?

Investors shy from FMCG stocks but embrace quick commerce platforms: Why?

Hiren Ved, director and chief investment officer at Alchemy Capital Management, noted that investors are increasingly moving away from traditional FMCG stocks. “They are turning to aggregators and e-commerce platforms, particularly quick commerce, which sell both discretionary as well as non-discretionary consumer items as it provides a better proxy for growth as compared to the … Read more

When mkt crashes, defensives like HUL, Nestle, Hero stand tall

When mkt crashes, defensives like HUL, Nestle, Hero stand tall

On a day when several stocks hit the lower circuit triggering a trading halt, there were some fast-moving consumer goods and auto names that stood tall. This hints at investors fleeing to defensive bets in a highly volatile market. On Tuesday, India VIX jumped 28%. Shares of Hindustan Unilever Ltd, Nestle India Ltd, Britannia Industries … Read more

Lok Sabha polls 2024 and Indian stock market: IT, Auto among top 5 picks for this season

Lok Sabha polls 2024 and Indian stock market: IT, Auto among top 5 picks for this season

There are definite data points and trends that investors can look at to chart out their equity map during India’s moves in the elections. “Irrespective of election outcome, markets have delivered double digit returns during the election year,” says Feroze Azeez, Deputy CEO, Anand Rathi Wealth. View Full Image Nifty Before and After Lok Sabha … Read more