India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News
The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...
493 Views
India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
386 Views
Eicher Motors (EIM IN): Another Bad Month for Royal Enfield, High Growth Phase Finally Getting Over?
For many years now, Eicher Motors (EIM IN) relies heavily on Royal Enfield (RE) for phenomenal sales growth and robust profitability. It is not a...
465 Views
Yili Industrial 2Q Results Commentary And Updated Model Portfolio.
The reaction to Yili's results tells a lot about the state of the stock market. Winter is here. This is not merely a stock market correction, it is...
431 Views
Bajaj Auto Ltd (BJAUT IN): Tough Questions for Management in AGM, but Expect No Change in Strategy
Like it or Not, but there are very few like Rajiv Bajaj in India Inc.You may not like everything he does (or rather he says), but you can always...
523 Views