Consumption Space

Overall the impact on India from Donald Trump‘s protectionist rhetoric is limited believes Mukul Kochhar, Head of Institutional Sales at Investec Capital Services because export as a percent of GDP in India is limited. Including services, exports is around 15-20 percent.

See consumption space recovery; like Tata Motors: Edelweiss

Going ahead, Nischal Maheshwari of Edelweiss Securities believes the consumption space — especially autos — will recover first as the economy proceeds towards the recovery phase

Most cos to report muted Q2 nos; buy FMCG, PSU bks: SBICAP

Sector-wise, Mahantesh Sabarad of SBICAP Securities feels that the metal's space shouldn't be touched just as yet. He says the sector will be driven by news on coal block deallocation and is likely to report below-estimate Q2 earnings.

Bullish on United Spirits, Jubilant Foodworks & ITC: CIMB

Varun Lohchab, Regional Head of Consumer, CIMB Equities believes it has been a tough year for consumption especially urban consumption and hopes that the year ends on a high.