Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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Sector Capsule: Fortified/Functional Beverages in India
Fortified/functional beverages recorded current value growth of 7% in 2017 to reach INR77.9 billion. In July 2017, Food Safety and Standards...
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Italian Chaos Jolts Markets, US Trip Notes…
My view in the 17th May note that the ‘bond vigilantes’ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Sector Capsule: Coffee in China
In 2017 coffee recorded retail value and volume growth of 2% and 1%, respectively, to reach sales of CNY7.0 billion and 63,533 tonnes Sales...
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