Axis PMS CIO: Q1 Is Peak Pain, FMCG Emerges as Dark Horse as West Asia Crisis Fades

Naveen Kulkarni sees Q1 earnings absorbing the worst of conflict-driven cost pressure, with recovery from Q2; large FMCG names flagged as beneficiaries via pricing power and unorganized-sector squeeze.

bt-corporate · 6/28/2026, 9:16:10 AM · Ask about this →