Alternative Data | India Consumer Tracker - Recovery Continues
This insight aims to track data related to discretionary spends on consumer goods. It covers a range of aspects - from the adoption of new payment...
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Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
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Xiaomi (1848): India and Its Impact to Bottom Line
With a young population and a median of USD 1670 income per capita (according to Worldbank), India is the perfect market for affordable smartphones...
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Alternative Data | India Consumer Tracker - Rural India to Lead Growth
This tracker provides important data points released for the month of April / May 2020. For more information on the data tracker please refer to...
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AGM Diaries | Nestle India - Recent Underperformance Offers an Entry Point
Our takeaways from attending Nestle India (NEST IN) 's virtual AGM reaffirms our bullish stance on the stock. We believe Nestle is one of the few...
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