Future Retail - Clash of the Titans?
We present our thoughts on Amazon's legal challenge to the Future - Reliance deal. The market is pricing in a fairly low probability of the deal...
355 Views
India: Confidence Returns Among EM Active Managers
Global EM managers strengthen India exposure during the recent market turbulence. Ownership increases across Energy and Consumer Discretionary,...
235 Views
India Internet & Consumer Weekly | Airtel, Amazon & Titan
This week we cover Airtel's attempt to reinforce its E-sports strategy with talks bring PUBG back, Amazon Pay gearing up for the festive season,...
240 Views
India Internet & Consumer Weekly | Indian App Store, Walmart, JioMart
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
270 Views
India Internet & Consumer Weekly | Tata Consumer Products, PUBG, Xiaomi, Flipkart
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
250 Views