India Channel Insight | Havells, Symphony, TTK Prestige, Indigo Paints, Reliance, APL Apollo, Aptus
For this insight, we present our takeaways from interaction with channels associated with Havells, Symphony, TTK Prestige, Indigo Paints, Reliance,...
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India Channel Insight | Stovekraft, Bajaj Electricals, Crompton Consumer, Havells
For this insight, we interact with current and prior distributors of Stove Kraft; Bajaj Electricals; Crompton Greaves Consumer Electricals and...
299 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
276 Views
PLI for White Goods: Domestic Companies Left Stranded
AC manufacturers were particularly abuzz when the first thought of PLI came in. However, the recent development of the scheme has left most of the...
218 Views
Forensic Analysis: Havells India Ltd
Analysis of recent annual reports reveal some serious balance sheet issues such as inventory expansion and margin management, misclassification of...
295 Views