Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Equity Bottom-Up

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<p>Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private companies. The sub-sectors covered include payment providers, e-commerce retailers,  social media platforms and consumer companies. </p>
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<a href="https://www.smartkarma.com/entities/harley-davidson-inc" target="_blank" data-smartkarma-citation="entities:4386:1" rel="noopener">Harley Davidson (HOG US)</a>  is planning to wind up its assembly operations in India, possibly good news for <a href="https://www.smartkarma.com/entities/eicher-motors-ltd" target="_blank" data-smartkarma-citation="entities:18316:1" rel="noopener">Eicher Motors (EIM IN)</a> </li>
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<p><a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a>  &amp; <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a>  - A monumental clash underway?</p>
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<a href="https://www.smartkarma.com/entities/anheuser-busch-inbev-sa-adr" target="_blank" data-smartkarma-citation="entities:864:1" rel="noopener">Anheuser-Busch InBev (BUD US) </a>attempts arresting down-trading with smaller packs</li>
<li>Homegrown UPI aims to take on <a href="https://www.smartkarma.com/entities/visa-inc-class-a-shares" target="_blank" data-smartkarma-citation="entities:8707:1" rel="noopener">Visa Inc Class A Shares (V US)</a> and <a href="https://www.smartkarma.com/entities/mastercard-inc-class-a" target="_blank" data-smartkarma-citation="entities:15529:1" rel="noopener">Mastercard Inc Class A (MA US)</a> with its international foray</li>
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Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private companies. The sub-sectors covered include payment providers, e-commerce retailers,  social media platforms and consumer companies. 





Harley Davidson (HOG US)  is planning to wind up its assembly operations in India, possibly good news for Eicher Motors (EIM IN) 

Reliance Industries (RIL IN)  &amp; Amazon.com Inc (AMZN US)  - A monumental clash underway?


Anheuser-Busch InBev (BUD US) attempts arresting down-trading with smaller packs
Homegrown UPI aims to take on Visa Inc Class A Shares (V US) and Mastercard Inc Class A (MA US) with its international foray



India Internet & Consumer Weekly | Harley Davidson, Reliance, InBEV, Visa

United Kingdom

Diageo plc produces, distills, and markets alcoholic beverages. The Company offers a wide range of branded beverages, including vodkas, whiskeys, tequilas, gins, and beer.

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Diageo (DEO US)

India Internet & Consumer Weekly | Harley Davidson, Reliance, InBEV, Visa

Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...

Pranav Bhavsar

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52-week Range

Market Cap (USDm)

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