India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
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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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Sector Capsule: Naturally Healthy Beverages in India
Naturally healthy beverages recorded current value growth of 19% in 2017 to reach INR39.1 billion. Ayurveda-based beverages drove category growth...
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India: Summer to Begin Early and Will Be Harsher than Usual - Five Stocks that May Benefit
The latest forecast from India Meteorological Department (IMD) indicates that the summer season will bring more misery to West and Central India...
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India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
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