Nifty50 Rebalance Preview - Rule Change Causes Confusion
The Nifty 50 is the flagship index of the National Stock Exchange of India (NSE). The index has 50 stocks and is a free float weighted market cap...
638 Views
The Fragile Urban Consumer | Rajasthan Checks Indicate an Emerging Urban Consumption Problem
We visit Jodhpur, Phalodi and Jaipur in the state of Rajasthan in an attempt to understand current consumer sentiment and reasons for the slow down...
658 Views
India Consumer | How Long Will It Last? Q4 Takeaways and Channel Check Preview
Our primary checks done in December and January for our Insight Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Detailed...
642 Views
Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
833 Views
Hindustan And GSK In The Pursuit of Happiness
On December 3rd, the boards of both Hindustan Unilever (HUVR IN) ("HUL") and Glaxosmithkline Consumer Healthcare (SKB IN) ("GSKCH") approved a...
510 Views