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...
343 Views
Unlock 1 Ill-Effects: Boon for the Consumer Discretionary?
The previous insight related to our Covid-19 coverage, Covid-19: Dull Economic Package, Lock-Down 4.0 Consequences highlighted that the economy is...
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Alternative Data | India Consumer - Tracking Recovery if and when It Comes
We are pleased to introduce a monthly data tracker that collects information from various regular and alternative sources. The objective of this...
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Hindustan Unilever Placement - As Expected, Doing It Right
In my insight earlier this week, Hindustan Unilever Prospective Placement - Early Look - The US$3.6bn Overhang, I wrote about how GlaxoSmithKline...
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