CONSUMER DURABLES
Go for bottom-up stories in SMIDs; IT stocks look good in medium-term: Shibani Sircar Kurian
Shibani Sircar Kurian suggests Indian markets have shown resilience amid global uncertainties, but have recently underperformed emerging markets. Corporate earnings growth is crucial for future market direction, with expectations of improvement in the second half of the fiscal year. While underweighting mid and small caps, a bottom-up approach focusing on strong companies with earnings visibility is favored.
These large- and mid-cap stocks can give more than 27% return in 1 year, according to analysts
There are times when the market debates which set of stocks is doing better: Mid-caps or large-caps? But the fact is that it is more important to look at stocks from the prism of business rather than market cap. Take the example of the sugar industry. It has done very well in the past three years as it transformed to become a part of the clean energy ecosystem thanks to the ethanol play. There is not a single large-cap company in the sector. This is just to stress that, rather than getting into the nitty gritty of which market-cap segment stocks falls in, it is better to look at what sector they are from and the businesses you will own when you buy them.
Muted Q1 earnings expected, but hopes pinned on second-half recovery led by oil, cement and consumer demand: Mahesh Patil
Mahesh Patil of ABSL AMC anticipates a narrow market range driven by stock-specific performance, where strong earnings are rewarded. While sectors like banking, IT, and auto may see muted growth, oil & gas and cement could outperform.
When Flip Flops: Foldable smartphone sales shrink in India
Foldable smartphone sales in India are experiencing a significant downturn, with shipments declining sharply in 2024 and early 2025. Despite price reductions and new models, consumers remain hesitant due to concerns about fragility, high cost, and limited practical applications.
Sensex falls over 100 pts, Nifty below 25,200 as weak global cues keep investors on edge
Indian equity markets opened lower, mirroring muted Asian sentiment amid concerns over the US Federal Reserve Chair. While some sectors like Auto and Pharma saw gains, IT faced headwinds due to disappointing earnings. Experts suggest the market is range-bound, awaiting triggers like favorable trade deals, while FII selling is partially offset by DII buying.
Time and price correction likely; earnings recovery in H2 could be trigger for next up move: Sanjay H Parekh
Sanjay H Parekh of Sohum Asset Managers anticipates market improvements in the second half. He expects lower interest rates and good monsoons to boost earnings from Q3. Parekh notes strong balance sheets but considers current valuations fair. He suggests potential time and price corrections, advising caution in stock buying. He is overweight on domestic sectors and underweight on global ones.
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Flip phones turn out to be a flop
Foldable smartphones, once seen as the future, face declining sales in India. Shipments fell significantly in 2024 and early 2025. Consumers find them fragile and expensive. Analysts expect this niche segment to remain small. Counterpoint Research forecasts a potential turnaround, but overall growth is slow. Even developed markets show flat sales. Brands continue to innovate despite challenges.
Don’t peg your expectations from market too high; look for growth stories: Shreyas Devalkar
Shreyas Devalkar of Axis MF suggests that while established market narratives are pricey, opportunities exist in growing sectors like manufacturing and import substitution, fueled by the Make in India initiative. Tourism and retail are performing well, and private banks/NBFCs could revive with lower interest rates. Investors should temper return expectations given substantial market re-rating.
Avoid IT for now, wait for green shoots before re-entering: Ambareesh Baliga
Ambareesh Baliga suggests the market downside is limited, projecting a range between 24,800 and 26,200, influenced by potential US-India tariff agreements. He anticipates positive surprises in the BFSI, FMCG, consumer durables, and specialty chemical sectors, driven by tax cuts and the China plus one strategy. Baliga recommends a cautious approach, favoring sectors showing 'green shoots' over immediate bottom fishing.
Sensex climbs 450 pts, Nifty above 25,200 as retail inflation hits 6-year low
Indian equity markets traded higher, buoyed by positive Asian market trends and a significant drop in domestic inflation to a six-year low. The BSE Sensex and Nifty50 both saw gains, with auto, pharma, and realty sectors leading the charge. However, Tejas Networks shares plunged following a reported net loss, while Rallis India shares surged after reporting substantial profit growth.
Buyers keep hands off gold, as sales plunge 60% in June, steepest drop since Covid
Gold sales in India witnessed a sharp decline in June. The drop is attributed to high and fluctuating gold prices. India Bullion & Jewellers Association reports a 60% decrease. Jewellers are now promoting 14-karat gold. This is due to its affordability. There are ongoing discussions for hallmarking 9-karat gold. The Bureau of Indian Standards is working on the hallmarking model.
Aequs Infra appoints Shyam Kalyanasundaram as CEO, plans 12mn sqft warehousing and manufacturing hubs into Tier-1 & II cities
Aequs Infra, a major industrial cluster developer, is expanding into Tier-1 markets with a plan to build 12 million sq. ft. of manufacturing and warehousing parks across South India. Led by newly appointed CEO Shyam Kalyanasundaram, the company will invest over ₹2,000 crore, aiming to become a pan-South India industrial platform and connect global supply chains with India’s manufacturing hubs.
Time to shed bias? 8 stocks from the consumer space with potential upside of between 6 and 20%
In the consumer goods space, we can speak of two types of businesses: Cyclical and non-cyclical. If, say, a slowing economy and lower disposable income impacts a business, you can say it has an element of cyclicality tied to the economic cycle. There are, however, businesses that have enough demand and scope for overall growth despite a slowdown. They would be non-cyclical. But there are many businesses that fall in a gray area. Where the argument of falling disposable income impacting growth does not hold if one looks at long-term trends. Now, in which category would a company like Zomato (now Eternal) fall?
Vivo expands premium lineup with X200 FE and the Foldable X Fold5
Vivo today launched two new flagship devices. The X200 FE & XFold 5. Both devices sport Zeiss optics & flagship specs.
How the deep sea cables that power the world are made
Global demand for undersea power cables is rising. Prysmian, a major manufacturer, is sold out through 2028. Orders have increased significantly. These cables are crucial for international power sharing.
F&O Talk | Foreign outflows, IT drag pull nifty lower; next support at 24,500: Rahul Ghose
Indian markets declined amid global volatility and profit booking, with FMCG outperforming and IT, defence dragging indices lower. Rahul Ghose sees further downside in Nifty, cautious outlook on IT, and prefers defensives like FMCG, pharma, and banking. Investors are advised to avoid bottom-fishing and await confirmations before entry.
Make (more) in India: India switches to factory settings for niche electronics
India boosts local production of specialized electronics. Robotic vacuum cleaners and coffee makers are now made in India. Government's quality control norms drive this change. Bureau of Indian Standards certification is key. More companies are exploring domestic manufacturing. Liebherr has set up a refrigerator plant in Aurangabad. Crompton and Havells prioritize local sourcing. This shift creates a significant business opportunity.
Why stock market fell today: Sensex settles 690 points, Nifty below 25,150; 5 reasons behind the fall
Stock market crash : Across sectors, the Nifty IT index declined 1.8%, dragged by losses in TCS, LTIMindtree, Infosys, and Wipro. Auto, Realty, Media, Consumer Durables, and Oil & Gas indices fell between 1% and 1.8%, while Financials and Metals slipped nearly 0.5%. The Nifty Midcap100 and Smallcap100 also lost around 1%.
Ecommerce platforms target tier-2 and tier-3 cities for festive sales growth in India
Companies are preparing for increased sales in smaller Indian cities. Amazon, Meesho, and Flipkart are expanding delivery networks. Nykaa, Titan, and electronics firms are also focusing on these markets. They anticipate higher demand in tier-2, -3, and -4 cities during the festive season. This is because growth in larger cities has slowed.
Zee shareholders approve appointment of Divya Karani, Saurav Adhikari to board
Zee Entertainment shareholders approved the appointments of Divya Karani as Independent Director and Saurav Adhikari as Non-Executive Director, reinforcing the company's governance and strategic focus. Over 75% voted in favour via postal ballot concluded on July 8.
FMCG could see earnings upgrade, but valuation still a concern: Nitin Bhasin
Nitin Bhasin from Ambit suggests caution on midcap IT firms like Coforge and Persistent due to high valuations, along with DMart and Voltas. While FMCG valuations remain rich, domestic companies like GCPL are favored. Bhasin also expresses concern over expensive defense stocks and Godrej Real Estate, highlighting the importance of earnings expectations alongside valuations.
Global headwinds: Should one focus on largecaps or look at midcaps and smallcaps? Nilesh Shetty answers
Quantum Advisors' Nilesh Shetty suggests caution due to expensive Indian market valuations, particularly in small and mid-caps. Large-caps offer better risk-reward amid potential earnings disappointments. While geopolitics have limited direct impact, tariff negotiations with the US are crucial. The portfolio favors large-cap names, private sector banks, insurance, and IT services, emphasizing valuation safety.
Where is Nifty headed this week amid trade deal uncertainty?
Indian stock market awaits clarity on the US-India trade deal. Nifty may find support between 24,900 and 25,200. A breakout above 26,000 could lead to new highs. Analysts suggest buying on market dips. BFSI, metals, capital goods, pharma, and consumption sectors are likely to be in focus. Several large and mid-cap stocks are expected to perform well.
Consumer sector a safe haven amid market volatility: Ashi Anand
Ashi Anand of IME Capital suggests consumer durables are a safe haven amid global uncertainties and banking pressures. Falling interest rates are freeing up household income for discretionary spending. While optimistic about financialization of savings, particularly in wealth and asset management, she advises caution on brokerages due to regulatory changes impacting speculative trading.
Premium products add to the vibe in Indian homes
Despite sluggish overall sales, India's premium consumer goods market is booming. Premium refrigerators, washing machines, and televisions saw sales increases of up to five percentage points between January and April. Similarly, the ultra-premium smartphone segment surged by 20%. This premiumisation trend is pushing up average selling prices, even as the mass market struggles due to economic pressures.
Two Trades for Today: A large cap auto firm for over 7% gain, a mid-cap consumer durable stock for almost 6% rise
Technical analysis identifies select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.
Fresher hiring rebounds as white-collar job market grows 11% in June: Naukri
India's white-collar job market experienced an 11% surge in June, fueled by robust hiring in service sectors and a resurgence in fresher recruitment. Hospitality, BPO/ITES, and Real Estate led the growth, while IT hiring rebounded, particularly in tier-II cities. AI/ML roles continued to expand significantly, and high-salary positions saw increased demand.
Macro’s good, if micros pick up by festive season, stock and sector specific party will continue: Digant Haria
GreenEdge Wealth's Digant Haria anticipates a demand surge during the festive season, fueled by favorable macro factors like government initiatives and RBI rate cuts. While acknowledging current weak demand, he expects PSU banks to drive credit growth. Haria is optimistic about consumer durables and auto sectors, citing supportive conditions for a broad-based recovery across rural and urban markets.
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