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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AGM Diaries | Nestle India - Recent Underperformance Offers an Entry Point
Our takeaways from attending Nestle India (NEST IN) 's virtual AGM reaffirms our bullish stance on the stock. We believe Nestle is one of the few...
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Manpasand Beverages: It Doesn't Add Up
Manpasand Beverages Ltd (MANB IN) is under the scanner following its auditor, Deloitte Haskins & Sells (Deloitte), resignation just days before...
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