Jefferies is making a bold move by advising clients to invest in the struggling Indian consumer sector, identifying Varun Beverages, Hindustan Unilever, and Asian Paints as promising contrarian bets. Despite facing challenges like weak demand and margin pressures, these stocks are believed to have bottomed out, offering significant upside potential if the sector rebounds.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a
December 9, 2025