Jignanshu Gor, from Bernstein India, shares insights on retail and restaurant stocks, highlighting an outperform rating on D-Mart, Trent, Jubilant, and Devyani. He explains the need for continuous innovation in FMCG and the growing impact of quick commerce. Gor emphasizes evaluating brands versus channels and highlights the current growth in apparel, groceries, and beauty products.
Batting through bear mkt : 6 lessons from India’s Champions Trophy win
The stock market’s five-month decline tests investors’ resilience. Lessons from India’s Champions Trophy win highlight the importance of large-cap stability, all-round stocks, reassessing portfolios, and