Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
574 Views
Eicher Motors (EIM IN): Stock Price Gets Seriously Hit as Problems Get Compounded, Key Is RE Sales
The stock price of Eicher Motors (EIM IN) has declined approximately 20% in last one month including a sharp 6.7% fall in today's session. Things...
480 Views
India 2-Wheelers: Spike in Ownership Costs Slowing Down Sales
5-year compulsory third party insurance cover (effective 1st September 2018) to increase cost of ownership by Rs2,600 to Rs10,000 depending on...
429 Views
India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News
The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...
330 Views
India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
288 Views