Positive on market in 2025; start nibbling into FMCG stocks: Sandip Sabharwal

economictimes.indiatimes.com:

Sandip Sabharwal, asksandipsabharwal.com, says the key to FMCG stocks is to buy them early because the biggest feature of many of these stocks is that they do not raise equity. Most old investors tend not to sell. So, whenever there is positive news flow, new investors come in and then the stocks move up. They are reasonably priced. Start slowly nibbling into these stocks
The FIIs clearly seem to be making a comeback, I do not know for how long, but at least it is a healthy buy figure so far this month. But does it seem like the rough patch of September, October is behind us or will the litmus test be in January when we have the next quarterly earnings?
Sandip Sabharwal: So, FII flows have been erratic. Earlier, at the beginning of the fourth quarter, the flows started to become a bit positive, then they became quite negative. So, tracking these flows to make investment decisions is going to be difficult and that is what some investors should not be doing. So, when some selling creates opportunities to buy and if you are bullish on the markets, then we should be buying, so that is the perspective.

Now, looking at the market, the overall market seems to be decently placed in the sense that we have had a rough patch of economic growth. Now, incremental growth improvement is imminent and that we should see this quarter and next quarter. The key is whether we can have an accelerating growth momentum because the RBI also cut down the growth forecast as was expected after the second quarter results, which we saw from the