Berger Vs Pidilite - A Long/Short Opportunity
The Indian Materials space especially paints is expected to see multiple headwinds over the next two years. In this Insight, we provide our...
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AGM Diaries | Kansai Nerolac - Be Prepared for a Muted FY21
We present our takeaways from attending Kansai Nerolac's virtual AGM. Weak revenue growth, lower margins and lower return ratios are here to stay...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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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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Global Strategy: Opportunities in Health Care & Materials Stocks
Price and relative strength trends continue to improve for our international equal-weight Health Care Sector.We recommend adding exposure, and...
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