External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank 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.

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank 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 Consumer staples / Thematic (Sector/Industry)

<ul><li>On 4 th Jun’24, election results were short of expectation with larger dent seen in Uttar Pradesh and Maharashtra.</li><li>Though NDA has won 292 seats, the Modi 3.0 government will be coalition government and overall market sentiments is likely to shift towards defensive sector like FMCG.</li><li>With huge setback, Modi 3.0 is expected to see some populist measures with some reforms or policy allocation to the bottom of the pyramid to address the rural challenges. </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>

On 4 th Jun’24, election results were short of expectation with larger dent seen in Uttar Pradesh and Maharashtra.Though NDA has won 292 seats, the Modi 3.0 government will be coalition government and overall market sentiments is likely to shift towards defensive sector like FMCG.With huge setback, Modi 3.0 is expected to see some populist measures with some reforms or policy allocation to the bottom of the pyramid to address the rural challenges. 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.

Top Sector Ideas - FMCG Q4FY24