fmcg

Fake Products Range From Adhesives And Detergents To Cigarettes

Industry Expects Rural Demand To Soften I Festive Sales May Suffer I Inflation A Worry

Rising Raw Material Costs, Freight Volatility And Uncertain Supply Hit Textiles, Chemicals, Pharma And Real Estate Sectors

Fuel prices have risen sharply, adding to household expenses and transportation costs. This surge, driven by global events, is straining supply chains and impacting everyday goods. Oil marketing companies are seeing stock gains. The government faces a balancing act between consumer relief and revenue. The economic outlook remains a focus amidst these challenges.

Goldman Sachs maintains a neutral stance on ITC, anticipating cigarette tax impacts. Citigroup is bullish on LIC, citing strong operational performance and margin expansion. Jefferies raises its target for Nykaa, impressed by robust growth and improving margins. CLSA sees significant potential in Honasa, with strong revenue and margin growth. Morgan Stanley remains overweight on LG Electronics India, despite margin pressures.

Stock markets surged on Monday, with Sensex and Nifty crossing significant milestones. Easing West Asian tensions and falling crude oil prices fueled investor optimism, particularly after US President Trump indicated a deal with Iran was largely negotiated. Banking stocks led the rally, while global markets also saw gains.

Rising Expenses Threaten Fresh Wave Of Price Rise In Daily Essentials

Telangana's booming food sector, encompassing processing, agri-tech, and exports, has spurred demand for skilled professionals. The state's higher education council has launched a new BBA in Food Technology, Food Security, and Agriculture, integrating science, business, and policy. This interdisciplinary program aims to equip graduates for evolving industry needs, bridging the gap between academic knowledge and practical market demands.

IIM-Bodh Gaya's 2024-26 cohort has defied challenging economic conditions to achieve outstanding placement results, with 432 students landing jobs. Notably, the institute celebrated its inaugural international placements, each commanding an impressive annual package of Rs 45.63 lakh. The highest domestic offer reached Rs 30 lakh.

Persistent foreign fund outflows and the rupee sliding to record lows have further dampened sentiment, prompting investors to stay cautious and intensify selling across equity markets.

A distant Middle East conflict is now impacting Indian households, driving up costs for everyday essentials like LPG, cooking oil, and dry fruits. Furniture, electronics, and even paint are becoming pricier due to rising petrochemical and shipping expenses. Air travel and fuel prices are also climbing, with potential for further hikes as oil companies face significant losses.

Foreign investors are significantly reducing their stake in Indian equities, with FII ownership hitting a multi-year low. Concurrently, domestic institutional investors, particularly mutual funds fueled by SIPs, are increasing their holdings, absorbing much of the foreign selling and reshaping market ownership.

Indian equity markets experienced a downturn Friday, with both Sensex and Nifty closing lower. Renewed military tensions near the Strait of Hormuz dampened investor sentiment, leading to profit-booking across various sectors. While IT stocks showed resilience, PSU banks were significantly impacted. Global markets also reflected cautious sentiment.