India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
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A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
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PI Industries: Strong Moat, Buy for 30% Upside
PI is India's only Custom Synthesis (CSM) player (high barrier to entry, high margins, long growth runway) and is growing order book at 6-year...
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