etmarkets investors guide: ETMarkets Investors’ Guide: What’s making ITC Dalal Street’s Mr Resilient stock? | The Economic Times Podcast

At a time when rising inflation is giving headache to most FMCG companies, ITC is one stock that is proving to be not just resilient but also strong. In the last one month alone, the stock is up 18%, while the Nifty FMCG index is up a nominal 0.65%.

In today’s special podcast with independent market expert Rajiv Nagpal, we try to understand what’s happening in the FMCG basket and ITC in particular.

Listen in.

Welcome to the show Mr Nagpal.

1) In an otherwise directionless market this week, what do you think is behind ITC’s resilience? Is it the dividend that’s attracting investors or the market is suddenly realising the hidden value in the stock?

2) Among all the major FMCG stocks, is ITC the one only that may find it easier to pass on input cost pressures to consumers given its heavy dependence on cigarettes?

3) If you have a time frame of 3-6 months, would you stay away from buying FMCG stocks, staples in particular, because of inflationary headwinds?

Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!