7: Is it all ‘gloom and doom’ in consumption sector
All Things Markets
English - November 07, 2019 11:15 - 11 minutes - 10.5 MB - ★★★★★ - 1 ratingNews Commentary News industry news fmcg construction stocks banking rbi bse aadani financial news financials Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 6: Did festive demand drive sales growth in early Q2 earnings
There is a widespread pessimism about consumption sector in India while many analysts have de-rated stocks in the sector. Analysts said that agri income can hold up in FY20 only if MSP based procurement picks up significantly and if that doesn't, the optimism due to expectations of a strong Rabi crop also might fall. Is it all gloomy outlook for consumption sector? Mint’s Nasrin Sultana speaks to Milind Karmakar, Director and Senior Fund Manager, Dalal & Broacha Portfolio Managers about the future of consumption stocks in India.