Can FMCG stocks outperform the index next year? Abneesh Roy answers
“We like Britannia, HUL, Nestle and Dabur in the staple space. In discretionary stocks, we like Asian Paints. Just look at the valuations in these four-five companies. You will miss out on earnings trajectory and EPS improvement which is going to happen over the next two years because most of the pain of rural slowdown and commodity inflation is now behind us.”