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...
844 Views
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...
361 Views
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...
273 Views
India: Summer to Begin Early and Will Be Harsher than Usual - Five Stocks that May Benefit
The latest forecast from India Meteorological Department (IMD) indicates that the summer season will bring more misery to West and Central India...
518 Views
India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
591 Views