Analysts bet on these consumption pockets ahead of the festive season

The recent equity market weakness has sobered up investor mood, but the coming festive season is keeping analysts upbeat on stocks related to the consumption basket.

Among the lot, fast-moving consumer goods (FMCG), retail, and consumer electronics segments are expected to do well over the next few months, and investors should thus selectively take bets in these pockets, analysts suggest. 

“We expect good volume growth for the FMCG sector during the festive season with some improvement in rural demand. Branded apparel and quick service restaurant (QSR) segments should also see strong recovery with a better second half,” said Kaustubh Pawaskar,