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UBS says Consumer sector looks ready to rebound Factors aligning favourably 1⃣ Earnings look set to recover in FY26 – we see c13% growth – after a weak FY25 2⃣ Potential income stimulus – lower taxes and the upcoming Eighth Pay Commission over the next three years – could spur a demand revival 3⃣ Valuations have corrected significantly, as much as 35% since October 4⃣ Sector offers defensiveness Various upgrades Asian Paints 🖌️ Sell vs Buy earlier, disruption cycle brings uncertainty Britannia & Colgate 🪥 Buy vs Sell earlier, at an inflection point with earnings growth revival likely by next year Jubilant Foodworks 🍕 Sell vs Buy earlier, priced in a SSSG rebound @CNBCTV18Live @CNBCTV18News

All Weekly & Monthly Expiry Days revised to Monday vs Thursday earlier! Changes effective from April 2025 #StockMarket #Nifty @NSEIndia @CNBCTV18News @CNBCTV18Live

FII Positioning on Index Futures •Net shorts at 1.73 lakh contracts (contract sizes changed from Feb) •Longs: 11% | Shorts: 89% (Shorts in % highest since end Oct 2023) Good news? In Nov 2023 series, Nifty rallied +6.8% despite similar positioning. For a repeat in Feb 2025: ✅ Budget: Boost capex, attract FDI, no LTCG/STCG hike ✅ RBI: Cut rates, inject liquidity Will history repeat? @CNBCTV18News @CNBCTV18Live

FNO Data on 28-January-2025 👇 FII On Index Futures 👉 Added 4.1k Longs 👉 Covered 30k Shorts 🚨 FII Long:Short at 25%:75% 🚨 FII net shorts at 2.37 lakh vs 3.5 lakh contracts a week back! FII net shorts are down because there could be an element of short covering today alongwith a change in lot size in Feb 2025 series. For Nifty Futures, Feb lot size is 3x Jan lot size. Nifty Feb Fut lot size is 75 vs 25 in January ! @CNBCTV18News @CNBCTV18Live #stockmarketcrash #Nifty

New additions in FNO market from February 2025 series , effective from January 31, 2025 Castrol India Gland pharma NBCC Phoenix Mills Solar Industries Torrent Power @CNBCTV18News