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Infra, BFSI: Key themes and stocks to focus ahead of the Budget

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Infra, BFSI: Key themes and stocks to focus ahead of the Budget

Against this backdrop, key themes such as infra, BFSI, FMCG, and metals will be in focus in the run-up to the Budget and thereafter. The brokerage expects the overall capital expenditure for the infra segment in the Budget to increase by 20% year-on-year (YoY). The focus will be on the development activities such as roads … Read more

FMCG stocks top D-Street investors’ purchase cart! Will the shopping spree continue?

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FMCG stocks top D-Street investors’ purchase cart! Will the shopping spree continue?

Fast moving consumer goods companies were the flavour of the week gone by, as investors added them to their cart in the hope of a rebound in rural consumption and easing profitability pressures. The S&P BSE FMCG index was the top sectoral performer with nearly 2% gains. The index scaled a lifetime high of 16779.73 … Read more