Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
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India Real Estate Stocks: Putting the Cart Before the Horse
India’s BSE-Realty index rallied 133% over CY2017 on the theme of RERA induced consolidation and low interest rates Telling signs of poor demand...
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ABB India: Record Orderbook but Margin Squeezed
​ABB India ended 2025 with record orders and revenue, but faces margin challenges due to forex and input costs. Margin recovery in 2026 is crucial.
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India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai
We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...
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