External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

India Financials / Thematic (Sector/Industry)

<ul><li>Most consumer durable categories (excl Wires &amp; Cables) have endured a rather difficult 12-18 months on the back of inflation-led pressure on demand and margin</li><li>However, notwithstanding near-term pressures and with most headwinds now seemingly behind, we expect consumer durables demand to revive and remain constructive on the sector over the medium-long term, given (1) the long runway for growth (GDP multiplier benefits and under penetration), (2) resilient housing/home improvement theme, (3) rising consumer aspiration backed premiumization trend, and (4) product basket diversification opportunities</li><li>Moreover, the government’s thrust on “Atmabirbhar Bharat” and “Make in India for the World” is likely to open up avenues to the largely untapped global opportunities for certain categories (W&amp;C, RAC, EMS, etc.).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Most consumer durable categories (excl Wires &amp; Cables) have endured a rather difficult 12-18 months on the back of inflation-led pressure on demand and marginHowever, notwithstanding near-term pressures and with most headwinds now seemingly behind, we expect consumer durables demand to revive and remain constructive on the sector over the medium-long term, given (1) the long runway for growth (GDP multiplier benefits and under penetration), (2) resilient housing/home improvement theme, (3) rising consumer aspiration backed premiumization trend, and (4) product basket diversification opportunitiesMoreover, the government’s thrust on “Atmabirbhar Bharat” and “Make in India for the World” is likely to open up avenues to the largely untapped global opportunities for certain categories (W&amp;C, RAC, EMS, etc.).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Crompton Greaves Consumer Electricals (CROMPTON IN)

Consumer Durables: Revival on the Cards?