A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
197 Views
Godrej Agrovet IPO: A Conglomerate at a Premium!
Godrej Agrovet Ltd (1322Z IN) (GAVL) is the largest animal feed maker and oil palm acreage operator in the country. It also has interests in crop...
408 Views
PI Industries: Strong Moat, Buy for 30% Upside
PI is India's only Custom Synthesis (CSM) player (high barrier to entry, high margins, long growth runway) and is growing order book at 6-year...
388 Views
Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity
Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this...
1.2k Views
Landslide Win for Modi in UP Elections;Upper House No.s to Cross 100 Mark by 2018, a +ve for Reforms
Ruling party BJP has won a landslide victory in the largest state of Uttar Pradesh (UP) thereby putting to rest any doubts over the adverse impact...
238 Views