India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
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U.S. Equity Strategy:Â Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
717 Views
Visit Note | The Case For "Kirana" Stores & Their Fight with Modern Retail
The focus of this Insight is the Food Retail business in India, that is witnessing intense competition. The food retail or the grocery retail...
1.4k Views
India Payments | What Really Matters and Suggested Channel Checks
Can Alibaba Group Holding (BABA US) 's Alipay and Tencent Holdings (700 HK) WeChat pay replicate their success in India? With the world's second...
1.4k Views
Global Ex-U.S. Equity Strategy:Â Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
795 Views