Indian consumer goods companies have operated in Bangladesh, Sri Lanka, and Nepal for years, generally facing little impact from local instability. Marico’s stock dipped nearly 6% due to its substantial earnings from Bangladesh, where its subsidiary accounts for a significant portion of its overseas revenue. Other FMCG companies saw lesser impacts.
ET Poll: 3 sectors investors should focus on in 2025
Within local equities, poll participants recommend a bigger exposure to large-cap stocks in 2025. Among sectors, most participants prefer banks, IT and pharma.