Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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Ready-To-Eat Indian Food Hooks Global Investors. Spicy Curry, Anyone?
In this introductory sector report on Ready-to-Eat (RTE) Indian foods, we study a small but high growth segment of packaged foods industry in India...
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ITC Ltd- FY18 Results Update
We recently wrote a detailed note on ITC Ltd (ITC IN) , a conglomerate with a near monopoly in cigarette industry and a fast growing FMCG player...
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Beauty Community: Blemished by Quality Rumours After Slower 1Q
Beauty Community Pcl (BEAUTY TB)'s stock bore the brunt of rumours around unsafe chemicals used in its products and fell 10% on Friday. This...
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India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
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