Polycab India Limited IPO - Probably Near Peak Margins, Improvements Unexplained
Polycab India (POLY IN) plans to raise around US$190m in its IPO through a mix of selling primary and secondary shares. It is the largest...
643 Views
Havells India | Takeaways from Distributor and Retailer Visits
As the summer sets in, we visit distributor and retailers of air conditioners in our home town Vadodara, Gujarat where temperatures soar really...
946 Views
India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
568 Views
Polycab India Limited Pre-IPO - Market Leader with Steady Growth but with a Few Unanswered Question
Polycab India (POLY IN) plans to raise around US$280m in its IPO through a mix of selling primary and secondary shares. It is the largest...
569 Views
Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
416 Views