Asian Paints | Why This Pricey Indian Paint Company Offers a Better Return Potential in the Region
In this Insight, we look through the reasons behind the recent performance of regional paint names Kansai Paint (4613 JP) , Nippon Paint Holdings...
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Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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GST Rates Revised Downwards - To Boost Org. Players in Consumer Disc. & Building Mat Sectors
Note - This is simply an event-update quick note.The GST council in India has announced reduction in GST rates on several consumer products -...
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