ITC Ltd- FY18 Results Update
We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player...
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India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
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India: Toothpaste, Law of Gravity and the Future of Maruti Suzuki Ltd - Part 2
Law of Gravity: Royal Enfield and Eicher Motors Ltd (EIM IN) In our previous insight on this (India: Royal Enfield, Sir Isaac Newton and the Future...
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A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
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The First Impact Of GST And Ind-AS Combine: Visible During Q2F18
Churning of the Indian economy’s ecosystem over the past two years has delivered two major reforms in taxation and accounting. The Goods and...
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