Amul India navigates cocoa price surge impact by passing on costs to consumers. However, as Amul is still a value for money brand, it would pinch the consumers much. Partnerships with CAMPCO aid cocoa bean producers. Expansion into the US fresh milk market and focus on ice cream and beverage SKUs drive growth expectations of 45-50%.
Conflicts vs elections: Navigating the markets in stormy waters
Recent weeks have been dominated by news of strife and armed conflicts. This has led to jitters in foreign flows into Asian equities, impacting India