Primer: Ethos ( ETHOSLTD IN) - Nov 2025
Ethos is India's largest retailer of luxury and premium watches, commanding a significant market share of 13% in the combined premium/luxury...
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Top Conviction Ideas - “Retail” - Discretionary Witnessed Mixed Bag Performance
Premium vs. value segment: While the premium, luxury, and value segments remain strong, some pockets of urban consumption and footwear continue to...
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RBI Forward-Looking Survey Analysis
​RBI surveys show balanced recovery in India, with rural sentiment strong and growth prospects in banking, manufacturing, and services. Sector...
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Retail Sector: Q3FY25 Review
onsumer demand remains tepid: Discretionary demand remains subdued, with a more pronounced impact on QSR and footwear. However, value retailer V...
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Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
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