India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
399 Views
India: Toothpaste, Law of Gravity and the Future of Maruti Suzuki Ltd - Part 2
Law of Gravity: Royal Enfield and Eicher Motors Ltd (EIM IN) In our previous insight on this (India: Royal Enfield, Sir Isaac Newton and the Future...
135 Views
A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
197 Views
The First Impact Of GST And Ind-AS Combine: Visible During Q2F18
Churning of the Indian economy’s ecosystem over the past two years has delivered two major reforms in taxation and accounting. The Goods and...
423 Views
India Politics: Four Reasons Why Modi Could Face Strong Political Backlash from Rural India in 2019?
A bit of history first - The lessons from 2004The unexpected loss of Atal Bihari Vajpayee's National Democratic Alliance (NDA) in 2004 general...
148 Views