India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
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Crompton Consumer or V-Guard: Which Do We Prefer
Crompton Consumer (CROMPTON IN) shares a number of business attributes with its smaller rival V-Guard (VGRD IN)- namely a long growth runway on...
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2023 High Conviction | Polycab: A High Quality Play on Rise of India as a Manufacturing Hub
Polycab is well-placed to see strong earnings growth over the next 3 years starting FY24. We project a 65%+ upside potential, bulk of which could...
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