India Channel Insight | Supply Chain Interactions - Havells, Voltas, Amber, Dixon
We share our takeaways from interaction with consumer durable industry professionals. These takeaways will be interesting for investors invested or...
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2020 Review & 2021 Key Themes | What Worked and What Has Not
A walk down the memory lane. What has worked, what has not, what have we learnt and how we think 2021 will pan out, this insight is our reflection...
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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India Internet & Consumer Weekly | Bigbasket, Samsung, Whatsapp Pay, India's AC Ban
Tata Group joins the e-commerce race eyeing a stake on BABA backed Bigbasket, India helps Samsung regain its global spot, WhatsApp Pay expected to...
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Havells India (HAVL IN) | The Lost Summer
FY21 is going to be a challenging year for Havells. With the loss of summer season, lower demand, and lack of activity in the industrial business...
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