The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
566 Views
India Consumer | How Long Will It Last? Q4 Takeaways and Channel Check Preview
Our primary checks done in December and January for our Insight Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Detailed...
516 Views
India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
528 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
743 Views
EGM Diaries | Zydus Wellness (ZYWL IN) | A Boost of Instant Energy
We recently attended the extraordinary general meeting (EGM) of Zydus Wellness (ZYWL IN). The primary agenda for the EGM was to approve the issue...
637 Views