India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
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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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Sector Capsule: Naturally Healthy Beverages in India
Naturally healthy beverages recorded current value growth of 19% in 2017 to reach INR39.1 billion. Ayurveda-based beverages drove category growth...
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Aequitas: Groww Ltd IPO Lockup Expiry - US$10.4bn Lockup Release with PE Owners Well in The Money
A bunch of pre-IPO investors have launched a ~US$500m placement amounting to 4.3% of Groww's shares right on the day of lockup expiry. Hence, the...
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