BUSINESS
Ideas for Profit | Parag Milk Foods: Strong volume growth continues; accumulate
BUSINESS
Is the surge in recent FII flows to India here to stay?
BUSINESS
Brexit: Political logjam to persist, EU response key determinant; keep sterling exposure hedged
BUSINESS
Increased Brexit uncertainty keeps UK asset classes edgy; keep Sterling exposure hedged
BUSINESS
Vidhi Specialty: Beneficiary of strong entry barriers in food colour industry
BUSINESS
Macro watch | ECB downgrades 2019 growth outlook; euro to weaken as monetary accommodation to continue
BUSINESS
Ideas for Profit | Bodal Chemicals: Vertical integration, better product mix holds promise on margin; accumulate
BUSINESS
US withdrawal of trade benefits could hurt India’s export competitiveness, margins
BUSINESS
An investment opportunity in the highly regulated food colour business
The food and beverages colour industry - a niche segment of the dyes and pigment industry---not only benefits from growth in the end market (FMCG sector) but also has significant barriers to entry, due to its highly regulated business. As a result, the industry has an oligopolistic structure, where only a few companies are up the scale in terms of technical knowhow and quality control.
BUSINESS
China 'two sessions': Fiscal stimulus takes the lead, deleveraging on hold
BUSINESS
Ideas for Profit | Seya industries Q3 FY19: Propelled by robust domestic demand; accumulate
BUSINESS
Rain industries Q4 CY18 review: Business in transition; accumulate on dips
BUSINESS
What explains a relatively steady show by the FMCG companies?
BUSINESS
US-North Korea summit: Concrete steps on transparency in denuclearisation needs a close watch
Meet has been cut short, there appears to disappointment on a time bound denuclearization and transparency with respect to same. Asian markets, at the time of writing has turned negative and KOSPI is trading 1.8 percent lower today.
BUSINESS
Dabur: Strong execution aids in market share gains, accumulate
BUSINESS
FMCG is a bright spot in consumption; how investors can play this theme
We continue to prefer companies that focus on distribution reach, and deploy internal accruals to invest behind their brands. A sustainable way of doing the latter is deploying internal accruals such as cost savings and utilizing super normal profit from other product groups.
BUSINESS
Key risk to monitor for global & Indian markets
BUSINESS
New contract cycle and raw material sourcing holds promise for re-rating of Alufluoride
BUSINESS
Aarti Industries: Multi-year contracts makes it a partner of choice for global majors; accumulate
BUSINESS
Correction makes Graphite electrode stocks attractive; accumulate
BUSINESS
First Cut | Emami’s stake sale to alleviate key investor concern, re-rate FMCG business
BUSINESS
Ideas for Profit | Aarti Industries: Strong domestic demand, China factor aids earnings outlook; accumulate
BUSINESS
First Cut | Potential KKR- Emami deal can help re-rate the FMCG business
BUSINESS
Buy graphite electrode stocks for the long haul
