Indian benchmark indices traded in a tight range today (Thursday, December 26) ending flat on the monthly expiry day as banks and FMCG stocks neutralised the gains made from the uptick in auto stocks. While the S&P BSE Sensex settled at 78,472.48, down by 0.39 points, the broader Nifty closed at 23,750.20, higher by 22.55 points or 0.1%.

Market Wrap: Banks, FMCG stocks drag markets as Sensex, Nifty end flat on monthly expiry

The 30-share BSE Sensex closed down 0.39 points at 78472.48

Stock market update: FMCG stocks down as market falls

Sudip Bandyopadhyay of Inditrade Capital predicts value unlocking in Reliance Industries, including the potential Reliance Jio IPO, by 2025. He highlights defence stocks like Bharat Electronics, promising IPOs such as Flipkart and OYO, and opportunities in the real estate sector. Bandyopadhyay also sees value in FMCG stocks like HUL, Dabur, and Britannia as consumption picks up.

Sudip Bandyopadhyay explains why Reliance and LIC will be the 2 big stocks for 2025

The 30-share BSE Sensex closed down 67.3 points at 78472.87

Stock market update: FMCG stocks up as market falls

The Indian dairy sector, the largest in the world, is experiencing a surge in demand, driven by increasing health awareness and a growing preference for protein-rich diets, according to Akshali Shah, Executive Director of Parag Milk.

As the broader FMCG sector struggles, one segment is showing remarkable resilience

The 30-share BSE Sensex was up 252.05 points at 78792.22

Stock market update: FMCG stocks up as market rises

Sampath Reddy, Founder of Azurean Investment Managers, anticipates market subduedness due to high valuations and decelerating earnings. Looking at investment themes, he is betting on capital market-exposed companies and beaten-down FMCG stocks, but expresses caution about certain industrial and consumer durable manufacturers. He notes the auto sector’s reasonable valuations despite a slowdown and the dichotomy between a strong real estate market and weak cement sector performance.

Valuation, earning deceleration to make for a subdued market; two investment themes to bet on in 2025: Sampath Reddy

Indian headline indices Sensex and Nifty ended their five-day losing streak on Monday, December 23, riding on strong action in bank and FMCG stocks. While the 30-stock BSE Sensex finished at 78,540.17, rising by 498.58 points or 0.64%, the broader Nifty50 finished at 23,753.45, rising by 165.95 points or 0.7%.Commenting on the day’s action, Rupak De, Senior Technical Analyst at LKP Securities, said Nifty formed a bullish Harami Cross pattern on the daily chart, indicating a potential rise in market optimism. Besides, the index closed above the 200-EMA, he said. “Going forward, a decisive move above 23,850 could trigger a smart recovery towards 24,000-24,400. On the downside, support is placed at 23,540; a breach below this level may lead to further weakness in the index,” De added.Here are 5 stock recommendations for Tuesday: Stock Ideas

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FMCG industry’s volume growth slows due to inflation, urban regions show higher value growth, rural regions underperform.

FMCG industry facing growth pangs due to inflationary pressures

FMCG leaders are also looking at the upcoming Union Budget for support, with hopes that the government will introduce measures to stimulate consumption.

FMCG Industry Pins Hope In Quick Commerce, Premiumisation For Revival In 2025

India’s FMCG sector expects a 2025 rebound. 2024 brought high costs and inflation, slowing growth. Easing food prices and government spending offer hope. Premium products and quick commerce are gaining traction. Companies are innovating and adapting to changing consumer behavior. Rural demand is steady, and urban demand is projected to recover.

After squeeze in urban demand & price hikes, FMCG industry expects consumption revival in 2025

Nifty FMCG Index is designed to reflect the behaviour of FMCGs Indian companies from (Fast Moving Consumer Goods) (FMCG) sector. The rescheduling of index constituents happens bi-annually every year.

Nifty FMCG Index

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