Consumer Stocks
High RM prices to dent HUL's Q3 margins, revenues may rise up to 14% YoY
Higher advertising spends coupled with inflationary pressures, analysts said, are likely to squeeze EBITDA margins up to 154 basis points (bps) YoY to 23.9 per cent in Q3FY23
 "High RM prices to dent HUL's Q3 margins, revenues may rise up to 14% YoY")
Consumer momentum unlikely to derail as IT firms rationalise salary payouts
In the last six months, the Nifty Consumption index has rallied 12 per cent as compared to the 3 per cent surge in the Nifty50 index, data showed
 "Consumer momentum unlikely to derail as IT firms rationalise salary payouts")
Global shares waver as sentiment ebbs on rate fears, yields rise
NEW YORK (Reuters) - European stocks slid and U.S. shares wavered on Wednesday as the outlook for rate hikes sullied sentiment, while bond yields rose after euro zone gross domestic product beat expectations, adding to bets of a more hawkish European Central Bank.
 "Global shares waver as sentiment ebbs on rate fears, yields rise")
Markets at inflexion point; analysts bullish on consumer, telecom, pharma
The recovery seen in the markets from their March 2020 lows has been quite sharp, with the S&P BSE Sensex and the Nifty50 indices gaining 27.61 per cent and 27.18 per cent, respectively since then
 "Markets at inflexion point; analysts bullish on consumer, telecom, pharma")
Banking with Google
Regulators need to be watchful about sensitive financial data
 "Banking with Google")
Consumer stocks extend rally on tax cut; HUL, Asian Paints hit new high
In the past two trading days, these stocks have rallied in the range of 10 to 18 per cent, as compared to a 9 per cent gain in the benchmark S&P BSE Sensex.
 "Consumer stocks extend rally on tax cut; HUL, Asian Paints hit new high")
Analysts eye festive season for consumption revival; top stocks to buy
At the bourses, Pidilite, Asian Paints, Berger Paints, Nestle and Marico have gained up to 24 per cent on a year-to-date (YTD) basis. In comparison, the Nifty50 has added nearly 1.5 per cent.
 "Analysts eye festive season for consumption revival; top stocks to buy")
Consumer, retail lenders make 93% of FY19 market capitalisation gains
Both sectors combined account for 35% of market cap, up from 12.2% in March 2008
 "Consumer, retail lenders make 93% of FY19 market capitalisation gains")
Consumer stocks: Revival in rural economy to support earnings, valuation
Faster growth in rural business vis-a-vis urban, as seen in Q4, led by the revival in the rural economy, is a key reason
 "Consumer stocks: Revival in rural economy to support earnings, valuation")
Hold consumption-related stocks for long term
Going ahead, analysts now expect earnings to become increasingly relevant given that the stocks have rallied on positive sentiment
 "Hold consumption-related stocks for long term")
