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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
The market keeps finding new reasons to label the paint giant as a ‘sell’, despite the company’s consistent track record.
A few days ago, I attended a results update with sector analysts from a leading brokerage. An investor asked a sell-side analyst what the house view on Asian Paints was since input cost concerns had now receded, though the stock inexplicably continued to languish. His response: “Input costs were NEVER a concern in Asian Paints; competition is the concern.”
Ah, the burden of being Asian Paints, a stock that strives to please but just cannot seem to do so lately. As a company, it is a cash machine that has consistently earned high RoIs for decades. This Rahul Dravid of …
Delivery Hero-owned food delivery giant is seeing aggressive competition in multiple markets and has unveiled a new spending roadmap.
Swiggy and Ola Electric’s plans to return to the public markets soon after big-bang IPOs leave investors with dilution, little prospect of returns and plenty of questions.
The company’s Q2 results show a belated revival in fortunes, suggesting an aggressive growth path in an industry shaken up by Grasim. The latter is feeling the pressure for the first time ever since it launched its paints business in 2024.
