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
Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
929 Views
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
615 Views
Sector Capsule: Fortified/Functional Beverages in India
Fortified/functional beverages recorded current value growth of 7% in 2017 to reach INR77.9 billion. In July 2017, Food Safety and Standards...
332 Views
Sector Capsule: Breakfast Cereals in India
Breakfast cereals value sales rise by 20% in current terms in 2017 to reach INR24.5 billion Flavoured breakfast cereals are becoming popular among...
1k Views