Urban demand growth rate fall hurts FMCG business amid rising food inflation — expert advice | Stock Market News

Urban demand growth rate fall hurts FMCG business amid rising food inflation — expert advice | Stock Market News

Source: Live Mint The FMCG sector has been one of the poorest performers over the past 18 months. The return of Nifty FMCG, Nifty50, and Nifty500 indexes in the last 1 year is 10%, 20%, and 27%, respectively. This indicates that the FMCG sector underperformed the broader Nifty500 market by 63%.The sector’s performance worsened in…

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Why quality investing outshines value over the long term

Why quality investing outshines value over the long term

Source: Live Mint Investing with a focus on the quality factor involves identifying companies that demonstrate strong financial health, sustainable competitive advantages, and consistent earnings growth. Quality and value are two of the oldest and most widely recognised factors in investing. The quality factor, in particular, has historically performed well in the Indian stock market,…

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Q2FY25 Review | 45% of companies miss estimates; small and midcaps face larger EPS cuts: JM Financial | Stock Market News

Q2FY25 Review | 45% of companies miss estimates; small and midcaps face larger EPS cuts: JM Financial | Stock Market News

Source: Live Mint Indian Inc reported a disappointing performance for the September quarter (Q2FY25), with several companies posting weaker-than-expected results. This underwhelming performance triggered a sharp selloff in the equity markets, raising investor concerns about a potential slowdown in the Indian economy. The weak earnings have also dampened the sentiment of overseas investors, who have…

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HUL’s demand woe is a sticky issue

HUL’s demand woe is a sticky issue

Source: Live Mint India’s largest household goods company Hindustan Unilever Ltd’s (HUL) struggle with muted volume growth is turning into a persistent concern. In the September quarter (Q2FY25), underlying volume growth stood at 3%, missing analysts’ expectation of 5%—hinting that India’s much-touted consumption story may be losing momentum.  Weak demand, coupled with persistent food and…

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

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

Source: Live Mint 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…

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