Nestlé India (NEST IN) | Channel Checks Suggest Outperformance May Continue
Over the past three years, Nestle India has outperformed the broader index Nifty 50 by ~59%. As revealed by our interaction with a Nestle...
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India - Stake Sale or Delisting?
In Friday's Union Budget presentation, the Finance Minister proposed increasing the Minimum Public Shareholding (MPS) in listed companies from 25%...
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The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
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India Consumer | How Long Will It Last? Q4 Takeaways and Channel Check Preview
Our primary checks done in December and January for our Insight Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Detailed...
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India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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