India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News
The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...
325 Views
India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
285 Views
Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
268 Views
Maruti Suzuki (MSIL IN): Another Month of Decline in Sales, It Is Getting Serious for Market Leader!
This doesn't happen too often but Maruti Suzuki India Ltd (MSIL IN) has reported two consecutive months of sales volume decline. Though the dip is...
317 Views
Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
618 Views