Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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GST Rates Revised Downwards - To Boost Org. Players in Consumer Disc. & Building Mat Sectors
Note - This is simply an event-update quick note.The GST council in India has announced reduction in GST rates on several consumer products -...
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Indian Consumer Durables - FY18 - Sector-Wrap
12 Companies covered -Havells India Ltd (HAVL IN), Voltas Ltd (VOLT IN), Blue Star Ltd (BLSTR IN), Bajaj Electricals Ltd (BJE IN), Ttk Prestige Ltd...
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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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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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