India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
232 Views
India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
283 Views
India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
263 Views
India Consumer Discretionary: Relaxo Footwear- Burden of Growth, Inflated Valuation
India’s second largest listed footwear maker with a track record of steady growth and improving profitability. Likely to be a beneficiary of GST...
274 Views
Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms
Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...
4.5k Views