India, we have seen domestic criteria improving very fast, both the macro, the fiscal, as well as the monetary policy where RBI has cut rates, has injected huge amounts of liquidity and has done micro prudential easing as well.
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