Macquarie prefers companies with stronger structural growth drivers and relatively better positioning. Its top picks in the consumer space are Titan, Lenskart, Marico and Hindustan Unilever (HUL).
Macquarie has flagged potential monsoon risks for rural consumer stocks such as Britannia and Dabur, highlighting concerns for their performance. Conversely, the firm shows preference for companies exhibiting stronger structural growth drivers and superior market positioning…
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