bearish

Consumer Discretionary - Beneath the Averages Lies the Rub

395 Views15 Jul 2023 02:10
Broker
Our discretionary universe is expected to grow by ~15% YoY in Q1FY24. However, beneath the averages lies the rub. Excluding 3 companies the average drops to sub 10%
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HDFC Securities
External broker reports(aggregated public sources)
HDFC Securities
IndiaEquity Bottom-Up
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