India's Drought Risk: Which Stocks Could Feel The Impact Of A Weak Monsoon And Rural Demand Shock?
· NDTV Profit
India's 12% monsoon deficit and widespread drought are raising Rabi risks. Here's how El Nino could impact NBFCs, tractors, fertilisers, FMCG and building materials.
The analysis
This is a Monsoon / rural demand event. Rural demand is a large share of staples and two-wheeler volumes, and it tracks the monsoon and support prices with a lag of a quarter or two.
Market context
- Sector exposure: FMCG.
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