India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India: The Capital City and the Entire Northern Region Is Choking on Smog, The Implications
The pollution crisis has become an emergency in Indian capital city of Delhi and several other towns and the Air Quality is reflecting severe...
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India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai
We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...
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Dixon Tech IPO Review - Strong Anchor Investors with Inexpensive Valuation (Very Very Relatively)
Dixon Technologies India Ltd (3201208Z IN) is raising approximately US$94m in its upcoming IPO with a mix of primary shares issue and secondary...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
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