Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
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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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EARNINGS UPDATE- BERGER PAINTS 4QFY21
Background: Berger Paints is the second largest decorative paint company in India. The Company operates seven manufacturing facilities spread...
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Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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Indigo Paints IPO Trading - Already the Most Expensive Amongst Peers
Indigo Paints (IP) raised around US$160m in its India IPO and will start trading tomorrow. It was the 5th largest in the Indian decorative paint...
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