Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
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India Sector Capsule - Branded Rice & Processors
In this note we review the 9m-FY18 performance of the listed players in the Indian branded rice & processing ector.The companies covered are -...
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LT Foods 2Q: Growth Pangs, Leverage Pains, Dilution Risk, But Still Our Pick to Play India Staples
LT Foods, our preferred play to ride the growth in branded consumer staples in India, announced its 2QFY18 results - margins still subdued by...
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LT Foods: Riding the Change in India's Food Shopping Trends
LT Foods - an established Indian player in the branded staples segment - has benefited from strong growth in demand for packaged food in 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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