India Channel Insight #19 | Bajaj Electricals, Crompton, Havells
For this India Channel Insight (ICI), we interact with distributors and dealers based out of 6 cities with an objective to understand the current...
375 Views
The Narrative | Q2 FY22 | India Household Durables - Havells, Symphony, Crompton Cons, TTK, Bajaj
The edition focuses on key quotes from the earnings transcripts of Havells / Symphony / Crompton Consumer / TTK Prestige / Bajaj Electricals
262 Views
India Channel Insight | Havells, Symphony, TTK Prestige, Indigo Paints, Reliance, APL Apollo, Aptus
For this insight, we present our takeaways from interaction with channels associated with Havells, Symphony, TTK Prestige, Indigo Paints, Reliance,...
324 Views
India Channel Insight | Stovekraft, Bajaj Electricals, Crompton Consumer, Havells
For this insight, we interact with current and prior distributors of Stove Kraft; Bajaj Electricals; Crompton Greaves Consumer Electricals and...
404 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
407 Views