India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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Nippon Paint (4612) Vs Kansai Paint (4613): Gap to Last
Nippon Paint Holdings (4612 JP) has outperformed Kansai Paint (4613 JP) despite trading in the same sector by a wide margin, mainly due to the...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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India Consumer Discretionary: Decorative Paint Demand Flattish YoY in 4QFY18
Paint distributors indicate flat YoY demand in 4QFY18 despite low baseIn our recent interaction with a number of paint dealers in Western and...
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Kansai Paint: Emerging Markets Exposure, M&A and Gearing to a South African Recovery
Following up on our previous insight, our discussion with the company lead us to remain positive on the stock despite some valuation...
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