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Weaker demand is a bigger matter of concern than margin pressure- Vinay Paharia
Weaker demand is a bigger matter of concern than margin pressure- Vinay Paharia
Vinay Paharia, CIO of Union AMC talks about the market and pressure of margins on consumer companies. He explained that the market is not much worried about margin pressure because consumer companies purely have strong demands. According to them, these days, a bigger matter of concern is weaker demand. Consumer demand is weaker than what was expected by the companies. However, they are not much worried about it. Overall market levels are premium to current values because of higher pricing of markets and lower level of cost of equity. Listen to the full interview to know more about this in detail.
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