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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Whirlpool India: Multi Year Opportunity
India’s fourth largest refrigerator (RF) and washing machine (WM) player. Urban penetration of RF at 75% and of WM at 25% offers a long runway for...
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India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
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Spotlight on India: Consumers
Euromonitor International predicts that India will be the fastest-growing major economy in 2017. India was the world’s sixth largest consumer...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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