bullish•Thematic (Sector/Industry)•21 Jul 2021 09:37
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
bullish•Marico Ltd•22 Dec 2020 23:34
India Staples | Supplier Interaction Indicates Demand Momentum Likely to Continue
For this Insight, we interact with a packing supplier to edible oil companies. Based on this, we expect Marico to beat its volume guidance for its...
bullish•Thematic (Sector/Industry)•25 Aug 2023 08:07•Broker Report
FMCG: Rural recovery insight, margin recovery to sustain
On a four-year CAGR basis, the universe clocked 15% growth in Q1FY24 with QSR/Paints growing ahead of our index (35/15%) in Q1FY24
bullish•Thematic (Sector/Industry)•31 Jul 2023 06:24•Broker Report
HSIE Results Daily: Marico, Macrotech Developers, Mahindra & Mahindra Financial Services
Marico: Marico’s consolidated revenue fell by 3% YoY, given a one-off channel inventory adjustment leading to a 5% decline in domestic revenues as...
bullish•Thematic (Sector/Industry)•14 Jul 2023 05:23•Broker Report