Specialty chemicals on back foot
A rough patch of weather has spoiled the cruise party of specialty chemicals. Double blows from inflation quarters have put a massive speed-breaker on the path of the sector’s rally. Despite the two headwinds, the specialty chemicals industry has strong growth prospects ahead.
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Three thematic plays, one stock
In India’s socio-economic construct, life revolves around three core aspects – a high-paying job, marriage and owning a home. With economic recovery back on track, all three plays are back in fashion with soaring new jobs, weddings, and house-warming ceremonies. One stock is benefiting from all these three plays.
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Strengthen your defences
A peak market with indecisive market participants always raises a red flag. Investors don’t have any say in the direction of the market, but with hedging one’s portfolio, the ball is entirely in the investors’ court. One way to do that is by hiding behind the defensive pack. Data showed that FMCG index has fallen 11 per cent in the past 17 corrections compared with a 17.7 per cent fall in the Nifty 50.
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Rural demand firmly in driver’s seat
Rural India outspends the urban lot and if the country’s economy has to see a demand pickup, rural part of India has to be at the forefront of spending. Throughout the pandemic, rural India has outgrown its urban counterpart. One of the key momentum drivers for the FMCG sector has been the rural areas, says Diptanshu Ray of NielsenIQ.
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Next trigger for the market
With the market getting polarised every passing day, gone are the days when every other stock would double. This is the stock pickers’ market, says Anshul Saigal, CIO, Kotak PMS. He says, one of the key triggers to look out for is the volume growth in the Indian corporate space.
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