Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.
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