Consumer: Rurban Pulse - Decoding Consumer Demand
The investing community at large, or Mr. Market, is in a dilemma as to whether consumption has slowed down despite the enormous potential of young...
513 Views
Consumer (3QFY25 Results Preview): Challenges Persist
We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes. At an aggregate level, we...
656 Views
Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
387 Views
Downgrading Japan; Stay Defensive; Downgrading Outlook on Global Equities $ACWI to Neutral
Downgrading Japan TOPIX, Nikkei; Stay Defensive; Downgrading Outlook on Global Equities $ACWI $EEM to Neutral; Many Risk-Off Signals increase odds...
368 Views
Bangladesh Chaos: Impact on Indian Companies
​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...
618 Views