Consumer Discretionary - Soft Quarter, Green Shoots Visible in Value Fashion
Our discretionary universe is expected to grow by ~13.1% YoY in Q4FY24 (ex-jewellery: ~12%). Q4 is likely to be the last quarter contending with a...
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Axis Top Picks - Jan 2024
We are proud to share that our Axis Top Picks basket delivered impressive returns of 38% in the last one year, beating the benchmark Nifty 50 index...
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Festive temperature check: Festive mood sombre
We recently interacted with numerous store managers and companies to assess the festive performance and demand in discretionary categories
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Axis Top Picks - Dec 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 31% in the last one year till 1st Dec’23, beating the...
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Top Sector Ideas - Retail Q2FY24
Shift in Festive Season Played Spoil Sport: Most Retail companies (Ex. Trent) displayed a slowdown in topline growth on account of a shift in the...
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