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...
571 Views
Maruti Suzuki (MSIL IN): High Fuel Price and Increase in Insurance Premium = Impact on Sales Growth
Maruti Suzuki India Ltd (MSIL IN) has reported only a marginal sales volume increase in September and there are also signs that the industry is...
324 Views
Maruti Suzuki (MSIL IN): No Fundamental Issues but More Downside Possible Due to Strong Headwinds
Maruti Suzuki India (MSIL IN) stock has lost 20% in previous one month and it is at a 52 week low. Despite an occasional blip in monthly sales...
413 Views
India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News
The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...
327 Views
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...
287 Views