BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
HDFC Securities Report
We believe companies with higher revenue mix from essential commodities and rural will continue to benefit.
E-commerce will continue to gain pace as consumers remain wary about venturing into crowded modern trade stores. Hence, companies with a strong presence and diversified offerings in E-commerce will do well.
However, we expect a recovery in categories like liquor and quick service restaurants to continue to be strong, driven by easing of restrictions and strengthening demand for home delivery.
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