Discretionary

Q4 shows a mixed bag with a marginal pick-up, surprisingly, in discretionary consumption segments

Consumer goods Q3 preview: Discretionary to outperform staples, peg analysts

According to analysts, the profitability of most companies in the consumer goods segment, especially, essentials will continue to remain affected due to broad-based inflation.

Q3 show a positive surprise; like auto anc, pvt banks: Kotak UK

With Budget round the corner, market might take a breather now, says Nitin Jain, Principle Investment Manager at Kotak UK. He believes there will be continued support from domestic funds on dips.

Market starting to look attractive; like consumer staples: Birla

With much of the pain behind us, the market is now starting to look relatively attractive and there is a fair chance of the indices hitting new highs in 2017, says Mahesh Patil, Co-Chief investment officer at Birla Sun Life AMC.

Market cheap on yield basis; near-term downside limited: Nomura

A fall in yields has resulted in stocks looking cheaper than bonds for the first time in eight years, says Prabhat Awasthi, Head of Equities & MD – India at Nomura Financial Advisory & Securities.

Overweight on discretionary, says Neelkanth Mishra

we cut our long-standing overweight on consumer staples and deepen our underweight on IT and healthcare. We stay overweight on discretionary but two-wheelers may hurt, says Neelkanth Mishra of Credit Suisse.

Gautam Chhaochharia neutral on consumer staples

Gautam Chhaochharia, Head-India Research at UBS is neutral on consumer staples and discretionary space.

Edelweiss bets on Wonderla but frowns on footfall growth

According to Edelweiss, Wonderla‘s blended gross realisation per customer will jump riding improvement in proportion of non‐ticketing revenue, improvement in average ticket price (ATP) and also introduction of differentiated and premium offerings.

Titan may see tepid Q1, net seen up 13%, jewellery biz key

Analysts expect another weak quarter for jewellery business owing to absence of original Golden Harvest scheme which contributed to 30 percent to Titan‘s jewellery sales earlier. Its flagship brand Tanishq which saw sharp decline in Q4 and may see weakness in Q1FY16.

Need banks, oil & gas play to push market higher: Motilal

Taher Badshah of Motilal Oswal AMC says if the market is to see significant highs then sectors such as banks and oil and gas need to participate. These sectors can even see revival of credit growth going forward, he adds.

Indian consumers cut discretionary spending: Credit Suisse

Indians are cutting down on discretionary purchases like apparel, electronics and automobiles as consumer optimism in the country is on a decline, according to an emerging markets consumer survey report by Credit Suisse.