India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 2/2)
Cooling products- Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock. Building materials- Channel de-stocking hurts...
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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...
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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment
Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...
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