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...
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Quiddity Leaderboard NIFTY Sep 24: Multiple Names Eligible for NIFTY 50 Addition
For NIFTY 50, the top-ranked potential ADD and DEL are Trent Ltd and LTIMindtree respectively. I expect there to be at least one NIFTY 50 change in...
295 Views
[#21] Namaste India 🙏 | Business Updates and Earnings Playbook
Market momentum remains strong as we head into earnings season, with positive operational updates from Info Edge India, Aavas Financiers Ltd, and...
275 Views
Honasa Consumer Pre-IPO - The Positives - New Age DTC Brand
Honasa Consumer, a DTC beauty and personal care brand, is looking to raise about US$350m in its upcoming India IPO. In this note, we will talk...
362 Views
RPSG Ventures: FMCG Business Is Scaling Up; VC Business Is Germinating to the Next-Level
RPSGV has made great strides in three large-TAM businesses - FMCG, Sports and VC. It has proven its mettle in all three businesses and is now at an...
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