India Consumer Discretionary: Blue Star 4QFY17- Passed the Demonitization Hump
Grows consumer AC volume 32% YoY in FY17 against 20% growth of overall industry Grows consumer AC revenues 27% YoY indicating competitive pressure...
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India Consumer Discretionary: Blue Star- Multi Year Opportunity
India’s second largest air conditioning (AC) player in a barely penetrated market offering a very long runway for growth. Beneficiary of the high...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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Falling Natural Gas Production and Poor Import Infra Make PNG a Distant Dream for Most Indians
In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September...
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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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