Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
224 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
149 Views
FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
189 Views
#29 India Insight: VI Bank Guarantee, Adani Ports Commits $1.2 Bn, Brookfield Investment
Vodafone Idea seeks waiver for spectrum payments, Brookfield invests in Leap Green Energy, Adani Ports commits to Vizhinjam container hub.
490 Views
HSIE Results Daily: Ambuja Cement, Havells India, Dabur, ACC
During Q4FY24, consolidated volumes rose 17% YoY owing to the low base and ramp-up of recently acquired Sanghi plants. Weak pricing across markets...
344 Views