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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JHS Svendgaard: Marquee Clientele Successful Turnaround, Debt-Free BS Trigger from In-House Brands
Ø Background & Business JHS Svendgaard started as a small-scale enterprise called Sunehari Svendgaard Laboratories Limited in August 1997 and...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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India: All Things Bearish
What doesn't look goodIs it a temporary phenomenon?Housing credit growth slowing even before demonetizationNoRERA slowing down real estate...
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