Indian Consumer Durables - FY18 - Sector-Wrap
12 Companies covered -Havells India Ltd (HAVL IN), Voltas Ltd (VOLT IN), Blue Star Ltd (BLSTR IN), Bajaj Electricals Ltd (BJE IN), Ttk Prestige Ltd...
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India Consumer Discretionary: On the Ground Signals of a Growth Slowdown
Consumer finance and durable makers allude to weak demand in 4QFY18In its recent meeting with analysts, Bajaj Finance Ltd (BAF IN) (BAF)- India’s...
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Indian Consumer Durables Sector Wrap - Q3-FY18 & 9M-FY18 Performance Wrap of 13 Companies
Indian Consumer Durables Sector - Q3-FY18 & 9M-FY18 Performance Wrap with Valuations and Outlook13 Companies covered -Havells India Ltd (HAVL...
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India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
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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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