Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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India Channel Insight | Maruti, PVR, Inox, CAMS, Marico
Channel interactions are an integral part of our research process. For this insight, we interact with channels and share our views on the likely...
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Tata Consumer (TATACONS IN): Index Inclusion Adds Further Flavour. Tasty Mix.
Tata consumer is fast-tracking growth in the foods business by expanding into the unorganised India kitchen staples segment and expanding its...
239 Views
India Staples | Supplier Interaction Indicates Demand Momentum Likely to Continue
For this Insight, we interact with a packing supplier to edible oil companies. Based on this, we expect Marico to beat its volume guidance for its...
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Hindustan Unilever | Potential Estimates and Valuations | #Comebackstronger
In this Insight, we build our FY21 and FY22 forecasts and present our take on HUVR's valuations. With significant supply expected as highlighted in...
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