Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
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Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
311 Views
Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
171 Views
Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
231 Views
Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...
209 Views