MF Sector Churn

Fund managers are betting on global plays over domestic plays In the month of April 2021, Indian fund managers have been churning portfolios aggressively. The bias of their churn has been in favor of global plays and against domestic consumption plays. Is this the right strategy and what exactly have the fund managers been doing…

Inflation Challenge

This time around, the real inflation challenge comes from the US There was some good news on inflation front for India and also not some not-so good news. The rate of CPI inflation fell in the month of April and brought it near the 4% mark. But, the news is mixed! Good news on inflation…

FMCG Growth

If Nielsen is right, rural could be a big worry for FMCG companies The Chairman of Hindustan Unilever has been saying that the biggest challenge in the next few months could be how the rural demand pans out. The signals are not too encouraging if you go by the latest Nielsen survey on FMCG demand.…