Event Driven- Middle East Volatility: How Indian Sectors Respond to Higher Crude
​Middle East tensions may push Brent crude towards $85-90/barrel, posing inflation and current account deficit risks for India, with varying...
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Channel Insight #31 - Building Products (RM Supplier, Manufacturer, Retailer, Dealer)
Continuing our focus on building products, for this Insight, we speak to RM supplier, a manufacturer, retailers and dealers to understand the...
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India Consumer Discretionary: Key Takeaways of 2QFY18 Results
Since 1QFY18 was impacted by destocking owing to impending GST rollout and 2Q has been impacted by restocking, we decided to look at 1HFY18...
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India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 2/2)
Cooling products- Blue Star stands out; industry revenues flat YoY. Symphony takes a big knock. Building materials- Channel de-stocking hurts...
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India Discretionary: GST Roll Out Update
Organized sector makes smooth transitionAfter stopping dispatches for up to two weeks in the run up to GST, several organized players across major...
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