The early months of 2025 have seen significant financial turmoil, with Trump’s return to the White House sparking a trade war and investor flight from Wall Street. Emerging markets face crises, while European and Chinese stocks gain. The UK financial stability is also in question as fiscal policies and growth projections falter.
Indian consumption sector’s defensive shield cracks — can this rare 20% slide unlock an entry point? Motilal Oswal weighs in
Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries,
March 25, 2025