Jignanshu Gor, from Bernstein India, shares insights on retail and restaurant stocks, highlighting an outperform rating on D-Mart, Trent, Jubilant, and Devyani. He explains the need for continuous innovation in FMCG and the growing impact of quick commerce. Gor emphasizes evaluating brands versus channels and highlights the current growth in apparel, groceries, and beauty products.
RBI eases restrictions on cash credit accounts, eases current account norms
The Reserve Bank of India has lifted all restrictions on banks opening and maintaining cash credit accounts, offering greater flexibility for short-term working capital loans.
December 11, 2025