India Consumer Discretionary: Key Takeaways from 1QFY18 Result (Part 1/2)
Consumer Durables- Excellent April and May drives beat. Paints- De-stocking impacts volumes, GST’s anti-profiteering clause puts lid on near-term...
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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...
450 Views
India Consumer Discretionary: Key Takeaways from 4QFY17 Performance
Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...
455 Views
Spotlight on India: Consumers
Euromonitor International predicts that India will be the fastest-growing major economy in 2017. India was the world’s sixth largest consumer...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
531 Views