The FMCG index has rallied 11% in the last three months against a 6% gain in the Nifty. ITC contributed to 57% of the rally in the FMCG index in the past three months, while HUL, Varun Beverages, and Nestle contributed a little over 27%.
Quant Mutual Fund’s CIO, Sandeep Tandon, anticipates India’s PE multiple to remain elevated until 2047, driven by a demographic peak and a shift in investor
Union AMC’s Sanjay Bembalkar remains positive on equities despite the recent rally, favoring consumer discretionary, industrials, and financials. He advises caution on narrative-driven sectors lacking
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