PI Industries: Strong Recovery in FY19E, Already Priced In
Pi Industries Ltd (PI IN) is an agrochemical company having business all over the world. Its business segment can be divided into Indian...
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Expert Interaction Update: Brazil Crop Protection Market Remains Oversupplied in 2018
We interacted with Nelson Borges, Co-owner of Terra Viva Agro, Brazil. Nelson has two decades of experience with DowDuPont and Monsanto in...
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Galaxy Surfactants IPO Preview: Selling Shareholders Cleaning Up
Galaxy Surfactants is one of India’s leading speciality chemicals firms. Galaxy will IPO through a secondary share sale of 6.3m shares, which is...
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India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
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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...
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