Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
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Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...
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The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
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