Radhika Rao, Executive Director and Senior Economist, DBS Bank, who expects a modest recovery in consumption in the second half of the fiscal year, says government spending is likely to …
“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth …
“I think broadly speaking, the market does offer a lot from a consumption perspective. So, multiple sectors and it is a very exciting space and has been for some time,” …
“We have been adding consumption driven names and have been cutting beta by adding exposure to defensives such as Pharma, consumption and to some extent IT names,” says Jitendra Gohil, …
Keki Mistry, Former VC & CEO, HDFC, says his experience over the years not only in India but in many other countries globally, is that when the tax rate is …
Most hangovers go away on their own, but the worst can last up to 24 hours. Most people will just power through the awful after effects of the night before, …
Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio – manufacturing, energy independence, consumption, financialization of savings and infra growth. …
“IT is weak. Banking, you are seeing a bit muted, not so much because of growth or asset quality, but because margins are under some level of pressure,” says Ashi …
Mumbai: Upgrades continued to exceed downgrades during the October-March rating reviews of Indian companies despite a rise in borrowing costs and supply constraints caused by the war in West Asia …
Sanjiv Puri, CMD, ITC, says the Indian economy and even rural India has been very resilient. The infrastructure that has been created, the connectivity, focus on housing and digitisation, the …