India: Consumer Durables See Healthy Dose of Price Hikes in 4QFY18

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Value investor- India mid & small caps

Bhaskar Chakraborty

Thematic (Sector/Industry)

India Consumer discretionary / Thematic (Sector/Industry)

Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, <a href="https://www.smartkarma.com/entities/8950" target="_blank" data-smartkarma-citation="entities:8950:1">Bajaj Finance Ltd (BAF IN)</a> (BAF)- India’s largest consumer finance non-bank finance company (NBFC) mentioned that January and February have seen rather weak demand for consumer durables across the country. Consumer durable demand was flat YoY over the 2 months with some recovery seen in March, per BAF’s estimates. This is despite a favorable base year wherein demand was impacted in January and…

Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s largest consumer finance non-bank finance company (NBFC) mentioned that January and February have seen rather weak demand for consumer durables across the country. Consumer durable demand was flat YoY over the 2 months with some recovery seen in March, per BAF’s estimates. This is despite a favorable base year wherein demand was impacted in January and…

India Consumer Discretionary: On the Ground Signals of a Growth Slowdown