The Narrative | Q2 FY22 | India Consumer - Asian Paints, PVR, Reliance Retail, Titan, Page, Indigo
The edition focuses on key quotes from the earnings transcripts of Asian Paints / PVR Ltd / Reliance Retail / Titan / Page Industries /Indigo
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Asian Paints: Whistle Blower Letter
Asian Paints faced a whistleblower event, flagging related party transactions carried out by the promoters. We analyse the allegations by looking...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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Asian Paints Ltd: Coloured by Volumes
Decorative business recorded 106% YoY volume growth and led to revenue growth of 91% YoY on a low base of Q1FY21. Pent-up demand from metros, Tier...
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