Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
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Hindustan And GSK In The Pursuit of Happiness
On December 3rd, the boards of both Hindustan Unilever (HUVR IN) ("HUL") and Glaxosmithkline Consumer Healthcare (SKB IN) ("GSKCH") approved a...
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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...
683 Views
Ready-To-Eat Indian Food Hooks Global Investors. Spicy Curry, Anyone?
In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India...
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ITC Ltd- FY18 Results Update
We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player...
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