Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
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Ready-To-Eat Indian Food Hooks Global Investors. Spicy Curry, Anyone?
In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India...
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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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Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
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India Annual Update FY18 and Outlook for FY19- Structural Reforms to Unleash the Indian Growth Story
This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....
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