Is it time to invest in the urban consumption theme? Siddhartha Khemka answers
Retail and leisure companies in India have seen a gradual improvement in overall demand with the easing of cost pressures and some companies taking up price hikes to improve profitability. Companies such as QSR, retail and leisure segments, such as Trent, Shopper’s Stop, Sapphire, and Devyani, have recovered due to strong discretionary spending from consumers.
