BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
KRChoksey Report
We remain positive on consumer space given strong recovery of demand from rural India and gradual pickup in urban demand post unlock and normalisation of supply chain.
We believe that margins of the companies under coverage are likely to feel the heat given rising commodity costs and comeback of advertisement and marketing spends.
Due to improvement in consumer sentiment and declining Covid-19 cases, there has been uptick in discretionary spends and volume growth.
Most consumer companies witness recoveries with genuine demand coming for health products like immunity boosters. Most new launches have either been in the health and hygiene category or focused on immunity-boosting foods.
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