Shumita Sharma Deveshwar

Director of India Research
+44 203 006 3102

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Recent India research

* India: Strong economic growth to remain local, Shumita Sharma Deveshwar, 15 Jun 2017
* India: Return of cash bodes ill for tax revenues, Amitabh Dubey, 1 Jun 2017
* India: GST rollout threatens supply disruptions, Shumita Sharma Deveshwar, Amitabh Dubey, 25 May 2017
* India: Political decisions will disrupt reform, Amitabh Dubey, 18 May 2017
* India: Headline GDP obscures unbalanced growth, Shumita Sharma Deveshwar, 4 May 2017

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Why India's consumer goods sales are beating market expectations

Overview

One of the big surprises in India’s current earnings season has been the better-than-expected sales of household, personal and food products despite the economic slowdown and drought. Sales of fast-moving consumer goods grew by double digits year on year in the July-September quarter. This highlights two of our key themes: the continued strength of rural demand despite a weak monsoon and the resilience of mass...

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