The GST Saga - First, Cigarettes and Now Autos. Which Is Worse -Bad or Inconsistent Policies? Part 2
In our insight published a couple of weeks ago, we have talked about how the Central Govt's decision to suddenly change the GST (Goods and Services...
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Which Is Worse, Bad Policies or Inconsistent Polices? Ask ITC and Investors in Cigarette Companies
GST is one of the biggest tax reforms in IndiaIf you believe in the adage "well begun is half done", it has certainly not been a case of a good...
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ITC Ltd.- It's Lots More than a Mere Puff
ITC Ltd (ITC IN) is one of the leading conglomerates in India with interests in the Cigarette, FMCG, Paper, Hotel, and agriculture sectors. The...
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Sector Capsule: Laundry Care in India
Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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