Abneesh Roy from Nuvama shares insights on the expected impact of the Union Budget on consumption. He is positive on Trent’s prospects in the retail sector. Roy discusses challenges in the QSR sector and highlights valuation comfort for companies like Swiggy. The outlook for FMCG and quick commerce is seen as promising, with a focus on e-commerce and discretionary spending.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026