Compendium Of 20 Sectors - Trends, Beneficiaries, Potentially Negatively Impacted Stocks: ICICI Securities
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.
ICICI Securities Report
In April 2020, our analysts wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry structures, etc.
In April 2021, we revisited the thoughts, we looked beyond the noise, and present potential changes in operating environment and likely beneficiaries – Va tutto bene (everything’s fine!).
A root-cause-analysis of every trend indicates that it’s a consumer/customer behaviour change.
We present to you the most important trends, beneficiaries, potentially negatively impacted stocks across 20 sectors.
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