India Consumer Discretionary: On the Ground Signals of a Growth Slowdown
Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s...
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India: Summer to Begin Early and Will Be Harsher than Usual - Five Stocks that May Benefit
The latest forecast from India Meteorological Department (IMD) indicates that the summer season will bring more misery to West and Central India...
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Indian Consumer Durables Sector Wrap - Q3-FY18 & 9M-FY18 Performance Wrap of 13 Companies
Indian Consumer Durables Sector - Q3-FY18 & 9M-FY18 Performance Wrap with Valuations and Outlook13 Companies covered -Havells India Ltd (HAVL...
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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 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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