#27 India Insight: Adani to Launch Shipbuilding, Xiaomi Plans to Double Shipment, Hyundai IPO
Adani expands into shipbuilding, Hyundai faces competition in India IPO, Xiaomi aims to double device shipments in India.
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Global Rice Market Disrupted: India's Export Ban Sparks Chaos and Worries
India's rice export ban causes market chaos, affecting supply and leading to panic buying; El Niño's drought worsens crisis; rising global rice...
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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...
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India Sector Capsule - Branded Rice & Processors
In this note we review the 9m-FY18 performance of the listed players in the Indian branded rice & processing ector.The companies covered are -...
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LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples
LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by...
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