CLSA expresses caution regarding Indian FMCG companies, particularly in the Home and Personal Care sector, citing high PE ratios amidst slowing growth and declining returns. Valuations appear detached from growth, raising concerns about margin sustainability due to increasing competition and evolving distribution dynamics. The brokerage downgraded Godrej Consumer and remains wary of Hindustan Unilever and Marico.
Caution, not panic: Anand Tandon urges measured approach amid market volatility
Amidst global tensions and market volatility, analyst Anand Tandon advises caution on Indian equities, deeming them expensive relative to growth. He suggests selective buying of
March 4, 2026