Market volatility is due to low trading volumes, with potential bottoming out expected by April. Positive shifts in domestic consumption and FPI flow reversals suggest opportunities in the banking and financial sectors. Transition focuses on high-growth small and midcap stocks over largecap defensive names.
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impact
Rising fuel and LPG prices are impacting India’s consumption landscape unevenly. While some sectors like QSR face margin compression due to high LPG dependence, others