In today’s briefing:
- India Channel Insight #41 | Haier, Samsung, Voltas
India Channel Insight #41 | Haier, Samsung, Voltas
- The demand environment for offline electronic retailers has been good in Q1, the macro factors also point to good growth for FY23.
- Companies like Haier Smart Home Co Ltd (6690 HK) and Samsung Electronics (005930 KS) have done well. Voltas Ltd (VOLT IN) has not been able to recover.
- Indian consumer no longer wants everything cheap, assuming affordability, quality and brand value is taking prominence.
Before it’s here, it’s on Smartkarma
