Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
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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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