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    Consumer Durables
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    C
    Consumer Durables
    SECTOR | 03 Jul 2025
    India launches anti-dumping probe into paperboard imports from Indonesia
    Business Standard
    The commerce ministry's arm DGTR has initiated an anti-dumping probe into the import of multi-layer paperboard from Indonesia following a complaint by domestic players. The Indian Paper Manufacturer Association has filed the application on behalf of the domestic industry before the Directorate General of Trade Remedies (DGTR) for the initiation of an anti-dumping investigation concerning imports of "Virgin Multi-layer Paperboard" originating in or exported from Indonesia. The applicant has alleged that the industry is impacted due to the dumped imports. The product is used in the packaging of pharmaceuticals, FMCG products, food and beverages, electronics, high-end cosmetics, liquor, book covers, and publishing. According to the DGTR's notification, the applicant has provided prima facie evidence with respect to the injury suffered by the domestic industry due to the dumped imports. "The authority hereby initiates an anti-dumping investigation to determine the existence, degree an
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 03 Jul 2025
    Expect sector rotation ahead; investors must stay nimble: Dhananjay Sinha
    Expect sector rotation ahead; investors must stay nimble: Dhananjay Sinha
    Economic Times
    Dhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions are key factors. A rotational investment strategy is advised. Focus on sectors like consumption-related ideas, non-ferrous metals, tractors, two-wheelers, agri-inputs, FMCG, and defence. Banking sector rally may slow down. Auto sector faces potential supply headwinds. Investors should be nimble.
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 02 Jul 2025
    FMCG firms see mild Q1 recovery; price-led growth remains subdued
    Business Standard
    Early monsoon dampened Q1 FY26 demand for summer-linked FMCG goods but modest volume growth and raw material easing could support a broader recovery from Q2
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 01 Jul 2025
    Markets headed for new highs by Diwali, says Nischal Maheshwari; calls every dip a buying opportunity
    Markets headed for new highs by Diwali, says Nischal Maheshwari; calls every dip a buying opportunity
    Economic Times
    Market expert Nischal Maheshwari suggests investors should consider putting fresh money into the market, anticipating new highs potentially by Diwali. He highlights the potential of interest rate cuts and positive impacts of government initiatives and good monsoons on consumption. Maheshwari recommends focusing on BFSI, autos, and FMCG, particularly those catering to both urban and recovering rural consumption.
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 01 Jul 2025

    Consumer (Paints) Sector Update Improving demand marred by...

    buy
    Consumer Durables
    by Prabhudas Lilladhar
    Prabhudas Lilladhar
    We conducted channel checks of paint dealers across regions. Our interaction suggests that 1) 1Q has seen decent demand with QoQ improvement, however recovery remains slow 2) demand outlook remains positive led by lower inflation, interest rate cuts, tax reductions and normal monsoons. Asian Paints is experiencing a year-on-year decline in the West and South regions, sales in the East remained flat while north India sales trends show mid-high single digit growth. For Kansai Nerolac, the South market is weak, whereas other regions are performing well....
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 30 Jun 2025
    HUL chairman urges India Inc to drive inclusive, eco-friendy growth
    Business Standard
    India Inc must play a responsible role for "inclusive and environmentally responsible" growth of the country, even as the government is taking steps for that, said HUL Chairman Nitin Paranjpe has said. To become a developed nation, India should chart a path that prioritises economic growth alongside environmental sustainability and social progress, he said while addressing the shareholders in the 92nd AGM of the leading FMCG maker. "While the government is taking significant steps, 'India Inc.' must play a crucial role in ensuring this growth is inclusive and environmentally responsible," he said. In his speech titled Building a Winning Business in an Aspiring India', Paranjpe reflected on the evolving business landscape, noting that while India offers immense opportunities, it is equally important to address the challenges that accompany this growth. The world today is characterised by "uncertainty and chaos," however Indian economy is continuing its growth journey. "However, ami
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 30 Jun 2025
    First Global's Devina Mehra Prefers Pharma, Healthcare, FMCG  Here's Why
    First Global's Devina Mehra Prefers Pharma, Healthcare, FMCG Here's Why
    NDTV Profit
    In the recent round of portfolio rebalancing, First Global has begun increasing its exposure to FMCG sector as it is optimistic on large-cap, select high-quality mid-and small-cap names.
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 28 Jun 2025
    Retail sector's ad volumes on TV decline 10% year-on-year in 2024
    Business Line
    Consumer durables and electronics retailers, followed by clothing and apparel segments, led ad volumes in terms of share on TV for the retail sector in the past year
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 27 Jun 2025
    ITC's FMCG biz clocks in consumer spend of over 34,000 cr in FY25
    Business Standard
    Consumer spend on ITC's FMCG brands grew 4.6 per cent to over Rs 34,000 crore in FY25, with rural demand holding up despite muted growth across the broader sector
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    C
    Consumer Durables
    SECTOR | 26 Jun 2025
    Crisis is the new normal: Nestle India's outgoing CMD to successor
    Business Standard
    FMCG market stabilising now, Narayanan tells shareholders during company's AGM
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    Deven Choksey released a Sector Update report for Consumer Durables on 14 Jul, 2025.
    FMCG giants sniff out opportunity in India's booming pet care market
    Business Line | 26 Jun 2025
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