China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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PLI for White Goods: Domestic Companies Left Stranded
AC manufacturers were particularly abuzz when the first thought of PLI came in. However, the recent development of the scheme has left most of the...
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Li Ning (2331): Marching On
Li Ning's valuation and share price may sound expensive but the appeal of an online focus business with higher profitability and leaner capital...
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China E-Commerce: 6.18 Festival Getting Bigger - Good for Alibaba, JD, Vipshop
The latest data from the 6.18 Festival suggests potential revenue upside for online shopping platforms. Find out who is strong by category and why...
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India Channel Insight | Supply Chain Interactions - Havells, Voltas, Amber, Dixon
We share our takeaways from interaction with consumer durable industry professionals. These takeaways will be interesting for investors invested or...
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