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,...
310 Views
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...
243 Views
Crompton Consumer and Havells: Contrasting Strategies and Implications on Growth
Crompton Greaves Consumer Electricals (CROMPTON IN) defends margins at the expense of growth Havells India Ltd (HAVL IN) defends growth at the...
282 Views
India: GST's Impact on 1QFY18 Corporate Performance
1QFY18 impact in the run up to GST implementation Consumer electrical leader Havells India Ltd (HAVL IN) saw single digit revenue growth and sharp...
299 Views
India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
287 Views