Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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Sector Capsule: Laundry Care in India
Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...
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Oil Cess - Squeezing the Economy
Historically, India’s net oil subsidy was a myth after factoring taxes on petroleum products. But in the last two years, as oil prices declined...
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Sector Capsule: Sugar Confectionery in India
Headlines Sugar confectionery value sales increased by 16% in 2016, to reach INR78 billion, with volumes increasing by 11% to reach 305,000...
640 Views
Bleak Future for Consumer Staples
The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of...
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