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Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we do see that volume growth for most companies in H2 should be better, plus pricing growth of 2% to 3% will gradually come back
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The rate of unemployment stood at 4.3% in the three months to September, up from 4% the previous quarter.
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Gautam Duggad, Head of Research at Motilal Oswal, shares his insights on the shifting landscape of the Indian consumption sector. While reducing their exposure to consumer discretionary stocks, they are finding opportunities in specific areas like jewelry, hotels, and food delivery. Their current focus has shifted towards sectors like IT, private banks, real estate, and industrials.
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News and Media
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