India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
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Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms
Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...
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Sector Capsule: Chocolate Confectionery in India
Headlines Chocolate confectionery value sales grow by 14% to reach INR113 billion in 2016 Increasing distribution, availability and new variants...
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India's Consumer Appliances Industry Gets a Boost in 2016
Volume and value sales of consumer appliances in India increased strongly in 2016. The fact that monsoon conditions were better in 2016 [and that...
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