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Consumer Discretionary And Industrials

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'Army won't take over Pakistan'

'The army has stopped short of exerting the sort of influence it may have done historically.''It is comfortable with its relations with the civilian government as the superior partner.' Hasnain......

Consumer stocks losing out to industrial ones as market corrects

Foreign investors are also getting cautious on emerging markets including India.  Consumer stocks have been the clear losers in what has been the biggest market correction in the recent times.......

What Obama said in his State of the Union speech

US President Barack Obama on Tuesday delivered his State of the Union speech in the US Congress. Here's the transcript:Tonight I want to begin by congratulating the men and women of the 112th......

RBI survey says business climate worst in 11 years

Business activity contracted in Q2 FY20, the first contraction since 2013-14 and the second since the 2008 global financial crisis, report, Abhishek Waghmare and Anup Roy. IMAGE: A depositor of......

'A financial contagion cannot be ruled out'

'The shadow banks are currently facing a liquidity and solvency crisis.''The danger is that it could potentially engulf the entire financial system because shadow banks have borrowed huge amount of......

Carmakers pin hopes on Bharat to boost sales

While customers in metro cities are still buying cars, quick growth is likely only from upcountry markets, where highways and roads are being built, and discretionary income and aspirations are......

India Inc hopes for economic revival under NDA 2.0

Corporate leaders said a stable government at the Centre will help boost infrastructure spend, address agricultural distress, and encouraging employment. A decisive mandate for the National......

Normal monsoon, festive season likely to revive car sales

Prices of two-wheelers, passenger and commercial vehicles are set to rise 15-25% Illustration: Uttam Ghosh/Rediff.com Automobile companies, which are going through a rough phase, have said the......
  Web results for Consumer Discretionary And Industrials
Equity returns rise, but no ‘V’ recovery

Morgan Stanley is overweight on consumer discretionary, industrials and financials. ET Bureau | Oct 09, 2019, 07.45 AM IST Mumbai: Equity returns... ...

https://economictimes.indiatimes.com/wealth/personal-finance-news/equity-returns-rise-but-no-v-recovery/articleshow/71499068.cms
Equity returns rise, but no ‘V-shape’ recovery going forward

Mumbai: Equity returns are unlikely to follow a ‘V-shaped’ pattern going forward due to lack of evidence of a strong growth cycle and global... ...

https://economictimes.indiatimes.com/markets/stocks/news/equity-returns-rise-but-no-v-recovery/articleshow/71497059.cms
RBI survey says business climate worst in 11 years

Business activity contracted in Q2 FY20, the first contraction since 2013-14 and the second since the 2008 global financial crisis, report,... ...

http://www.rediff.com/money/report/rbi-survey-says-business-climate-worst-in-11-years/20191005.htm
How and where to position for alpha generation in this market?

The past few weeks saw several momentous decisions from the government. RBI agreed to transfer Rs 1.76 lakh crore to the government, which is Rs... ...

https://economictimes.indiatimes.com/markets/stocks/news/how-and-where-to-position-for-alpha-generation-in-this-market/articleshow/70989955.cms
Sundaram MF

Talking about the themes that would play out in the medium-term, Kumar picked industrials, consumer discretionary and financials. ...

https://www.moneycontrol.com/news/economy/buy-stocksgood-management-visible-growth-sundaram-mf_12955521.html

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Coming to India and making

Success in manufacturing is not just about being cheap - cheap labour, cheap land, cheap power...
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