Liquor stocks have macro tailwinds, but will FTAs become a problem? 6 liquor stocks with an upside potenti
Supply chain disruptions caused by the US-Israel-Iran conflict have a second-order impact on several industries. The liquor sector is no exception. Packaging is costlier (read aluminium cans and glass bottles), but the overall impact is negligible. The real story lies elsewhere. On the positive side, there are a number of macro factors that have made India a global outlier in terms of growth. But then there is a key question: Will the spate of FTAs being signed by India with the UK, EU, etc, see the domestic companies being swamped by global brands? That requires a nuanced answer.
Supply chain disruptions caused by the US-Israel-Iran conflict have a second-order impact on several industries. The liquor sector is no exception. Packaging is costlier (read aluminium cans and glass bottles), but the overall impact is negligible. The real story lies elsewhere. On the positive side, there are a number of macro factors that have made India a global outlier in terms of growth. But then there is a key question: Will the spate of FTAs being signed by India with the UK, EU, etc, see the domestic companies being swamped by global brands? That requires a nuanced answer.
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