Berger Vs Pidilite - A Long/Short Opportunity
The Indian Materials space especially paints is expected to see multiple headwinds over the next two years. In this Insight, we provide our...
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AGM Diaries | Kansai Nerolac - Be Prepared for a Muted FY21
We present our takeaways from attending Kansai Nerolac's virtual AGM. Weak revenue growth, lower margins and lower return ratios are here to stay...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Asian Paints: Q3-FY20 - Buy - Expect Volume Led Growth to Continue Led by Strong Brand Franchise
Strong brand franchise, product portfolio across price points, vast distribution reach across urban-rural & dominant market leadership position...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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