Despite being a defensive bet, FMCG stocks were out of favour last week as investors were worried about margin pressure due to input cost inflation. The Nifty FMCG index slipped over 6 per cent in the week.
In today’s special podcast with independent market expert Rajiv Nagpal, we try to figure out whether you should stay away from FMCG stocks.
Listen in.
Welcome to the show Mr Nagpal.
1) How would you analyse the commentaries coming from consumer companies like Nestle and HUL on worries related to cost inflation?
2) How much of an issue is demand?
3) Amid all the trouble and pricey valuations, do you see FMCG stocks losing steam for the next 1-2 quarters?
4) In between traditional consumer stocks and the new age consumer tech stocks, some of which are going to be listed soon, what attracts you more?
Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!
