Haldiram’s stake sale has been under discussion for years, attracting many bidders due to the company’s leading position in India’s snack industry. Meanwhile, AkzoNobel’s paint division sale may see interest from Pidilite and Berger. Rising palm oil prices challenge players like Bikaji, who rely heavily on this raw material. Stakes are high in the competitive paint and snack markets.
Dipan Mehta urges caution and focus on fundamentals as uncertainty persists
So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are
April 16, 2025