Which Stocks Could Feel The Impact Of A Weak Monsoon And Rural Demand Shock?
From rural NBFCs, banks, and fertiliser firms to tractor makers, building materials and FMCG companies, several sectors could come under pressure as drought risks and an emerging El Nino threaten farm incomes and the upcoming Rabi season. The concern is no longer limited to crop output either, as a weak monsoon can squeeze rural cash flows, delay farm-input purchases and weaken demand for big-ticket agricultural products.
