Alternative Data | India Consumer - Tracking Recovery if and when It Comes
We are pleased to introduce a monthly data tracker that collects information from various regular and alternative sources. The objective of this...
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2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
714 Views
Britannia (BRIT IN) | Risk of Underperformance Looms
In spite of a sharp recent rally in the stock price, Britannia Industries (BRIT IN) is already underperforming the S&P India BMI Consumer...
727 Views
The Biscuit Economy - Key Takeaways from Britannia & Parle Distributor Interactions
In this insight, we present our key takeaways from interactions with distributors and wholesale retailers of Britannia Industries (BRIT IN) , Parle...
615 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...
657 Views