What’s your views on Indian FMCG firms like Tata Consumer, Marico, Dabur, Godrej Consumer? For many, I see FMCG is HUL only in India and some may consider Nestle also apart from HUL…would be good to know your views on home grown FMCG players above.
Also, why no Insurance? You are from Insurance background. Can you mention your views on Life Insurance and General insurance firms like HDFC Life, SBI Life and ICICI Lombard, Star health?
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