Our recent meeting with Dabur's management team reiterated steady demand scenario and firm's improving execution. Amidst increasing to steady market share and waning intensity from Patanjali, Dabur expects volumes to grow in
We view WHIRLpool as one of the best plays in Indian home appliances, given its assorted product mix aiding growth across cycles, formidable market share, sturdy product pipeline, strong parentage and innate financial strengt
Our assessment of H1 results indicates (i) Moderating new business growth, (ii) Product mix shifting towards protection & away from par-savings, (iii) Margins peaking out, as delta from protection mix increase slowing down, (
The quarter was a mixed bag - (i) new business growth picked up, but driven by lower margin fund management business, (ii) VNB margins improved, but losses from PMJJY led to negative operating variance, (iii) cost ratios & pe
Annual growth of wealth per adult averaged 8% over 2000–18. Prior to 2008, wealth also rose strongly, from $1,830 in 2000 to $5,020 in 2007. After falling 26% in 2008, it rebounded, and grew at an average rate of 7% up to 2
Volume growth has been divergent across segments and OEMs in Q2FY19e with Ashok Leyland, Bajaj and TVS expected to deliver 20%+ revenue growth and single-digit growth for others, partly on account of a delayed festive season.