FMCG Stocks Outlook for the week (28.05.2012 - 01.06.2012)
Stocks of fast-moving consumer goods companies are seen regaining
value in the week ahead, as investors are seen returning to the FMCG
category owing to continued broad market weakness.

In the past week, all major FMCG shares, except for Marico, lost
0.7-3.2% value. Even the BSE's FMCG index lost 2.3% at a time when
broader markets managed to remain more or less flat, with the National
Stock Exchange's Nifty index and the BSE's Sensex gaining 0.6% and
0.4%, respectively.

According to our analysis, there is no major reallocation of funds
from FMCG to other sectors in play currently. FMCG shares are likely
to gain value as the broader market is expected to remain weak in the
near term.

While the fundamental demand for FMCG products continues to be strong,
companies having a dominant portfolio in the foods segment are seen
growing more than those having exposure to home and personal care
products owing to favourable macroeconomic factors such as demography
and under-penetration of products.

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