India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
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Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
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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 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...
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India Consumer Electrical: Key Takeaways from 4QFY17 Results
Crompton chooses to defend margins while competitors chase growth Crompton claims it grew in line with end consumption; it claims competitors...
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