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Sanjiv Bhasin | Sanjiv Bhasin top bets: Shift some money from capital goods & PSU bank stocks to FMCG, IT; top 9 bets: Sanjiv Bhasin

Sanjiv Bhasin suggests focusing on Marico, Nestle, Hindustan Lever as top FMCG picks, adding Godrej Consumer. Largecap private banks like HDFC, ICICI, Kotak, Axis, IndusInd are recommended amidst various market dynamics and sector-specific opportunities. Bhasin says the wealth effect means real estate is the real play. Along with that, FMCG and IT will now be more defensive with pharma as a constituent for the index till the results. ....

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FMCG stocks to buy: Defensive bets in uncertain times: FMCG stocks with upside potential of up to 32%

Sometimes the rationale goes against owning a set of stocks when a bull run is just starting, the same rationale is applicable to buying the same stocks when there is a high risk of correction in stock markets. Largecap FMCG stocks because of both fundamental and technical reasons like overall shareholder patterns fall in that category of stocks that should be owned at a time when overall markets are prone to correction. The fact that today on October 4th, among the stocks that can be seen trading in green are stocks like Nestle, Britannia, and HUL all from this FMCG sector. ET screener powered by Refinitiv’s Stock Report Plus lists down mid and smallcap stocks from the FMCG sector with high upside potential over the next 12 months, having an average recommendation rating of “buy”. ....

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dabur india: Defensive bets in uncertain times; FMCG stocks with upside potential of up to 30%

Sometimes the rationale which goes against owning a set of stocks when a bull run is just starting, the same rationale is applicable for buying the same stocks when there is a high risk of correction in stock markets. Large cap FMCG stocks because of both fundamental and technical reasons like overall shareholder pattern fall in that category of stocks.ET screener powered by Refinitiv’s Stock Report Plus lists down mid and small cap stocks from the FMCG sector with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy". ....

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shibani sircar kurian: Very steady growth likely in industrial pack; improving margin in FMCG: Shibani Sircar Kurian

“As of now, the earnings season has been panning out pretty much in line with estimates. Financials continue to show fairly strong numbers, especially some of the private sector banks which have reported numbers so far. Overall, it is pretty much a good set of numbers. The IT sector has seen a muted set of numbers but that was again more or less in line with estimates.” ....

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