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shifts in investment focus as consumption stocks gain traction in india

CLSA has revised its 2025 India stock portfolio, adding Tata Motors, NTPC, Nestle, and Britannia while removing HDFC Bank. This shift reflects a response to a challenging global macro environment and a slowdown in India's economic growth, with a focus on consumer staples amid high valuations and declining capital expenditure. Analysts anticipate muted returns for the Nifty in 2025, driven by conflicting macroeconomic factors and a potential shift towards affordable consumption due to increased government spending and promising rural income growth.
@bsindia
United States Dollar Reliance Industries Ltd Tata Motors FUT, January 2025, SBI Life-Growth Tata Consultancy Services Limited Hindalco Industries Ltd Nestlé S.A. Britannia Bulk Holdings, Inc. NTPC Limited IndusInd Bank FUT, January 2025 ICICI Bank Ltd Axis Bank Ltd Jindal Steel & Power Limited IND CHN USA Adarsh Agarwal Vikash Kumar Jain Show more
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09:50 06.01.2025
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