Pledged holding analysis, March 2024 quarter. Our analysis of the pledged holdings of BSE-50...
Trends ordinary, valuations extraordinary The ongoing 4QFY24 season has hardly provided any po...
India has introduced mandatory regulations for the recycling and reuse of plastic packaging start...
CTSH—a nice surprise CTSH delivered flat revenues sequentially, above the higher end of ...
* Passenger vehicles: Domestic passenger vehicle industry volumes improved by 12% yoy in 4QFY24. ...
The search for improvement in deposit trends continues Our quarterly deep dive into deposits s...
Fund flows in March 2024. Listed funds witnessed inflows of US$1.9 bn, led by ETF inflows of US$2...
Turning tides Given the recent uptick in natural rubber and crude oil prices, coupled with mut...
Aluminum: Demand recovery pushes the market into deficit Aluminum demand in 1QCY24 has surpris...
Manifesto analysis: Some similarities, some differences The BJP manifesto for the 2024 general...
The curious case of the Indian cement sector (revisited) We continue to be baffled by (1) the ...
Rising global risks, including the rise in crude oil prices, may delay RBI’s rate cuts, ana...
March inflation moderates; global risks increasing March headline inflation, as expected, mod...
Below the Post Policy Quote On RBI Policy by Suvodeep Rakshit, Senior Economist, K...
Flows have slowed down considerably in small and mid-cap funds but other categories have seen an ...
Battery electric versus hybrid vehicles — battle to intensify Nitin G...
Crop & Chemical Dashboard: A surprise jump in exports India’s exports of organic and...
Given the recent uptick in natural rubber and crude oil prices, coupled with muted demand t...
Price cuts continue despite favorable seasonality Our dealer checks suggest that cement price ...
Stable and not too exciting RBI’s recent data on housing loan growth (~40% yoy) incorpor...
Residential real estate recorded another fresh high in 3QFY24, with pre-sales of 301 mn sq....
Auto sales maintained the trends, with PV and 2W maintaining a positive run, whereas CV and tract...
Consumers continue to exhibit a strong preference to place deposits in the 1-3-year category, as ...
Auto sales maintained the trends, with passenger vehicles and two-wheelers maintaining a po...
Disruption: Slowly, then suddenly The market’s gradual at first (time correction for lon...
Crop & Chemical Dashboard: Grain prices under pressure International prices of major grain...
A sharp acceleration in disruptive forces is expected in the near term across sectors such as two...
PSU banks: Valuations steadily turning less attractive The current benign credit environment h...
The current benign credit environment has supported asset quality for PSU banks and early warning...
Foreign investors are looking to buy Indian stocks on any meaningful correction, but are unwillin...
Global companies are setting up more offices in India and expanding in-house teams but that does ...
Earnings for the quarter across banks, NBFCs, capital market players and insurance did not show a...
Alternative funds – a pulse check on recent trends We put together a few datapoints...
IPM pulse—still a bit sluggish After demonstrating an 8.2% yoy growth in 9MFY24, IPM gro...
Food-led moderation in January inflation January CPI inflation moderated to 5.1%, in line with...
India's January CPI inflation moderated to 5.1 per cent, in line with expectations, while cor...
LTIMindtree, India's No.6 IT services provider by revenue, has identified two internal ...
The RBI, as expected, kept the repo rate and stance unchanged. The MPC’s focus remained on ...
Below the quote on RBI Monetary Policy by Suvodeep Rakshi...
Private pricy, public priceless We find it hard to subscribe to the market’s new narrati...
PV wholesale volume growth came in above our expectations driven by channel filling; however, CV ...
Entry-level weakness, high base to slow down domestic PV We expect domestic PV indus...
Crop & Chemical Dashboard: Agricultural cycle weakening International prices of major crop...
Taking stock of Birla Opus’ rollout plan and strategy Our interactions with paint dealer...
Fund flows in December 2023. Listed funds witnessed inflows of US$2 bn, completely led by ETF inf...
Diagnostics: Increasing sanity provides some respite Our latest analysis across seven cities s...
The fundamental and the incremental The market’s extreme focus on incremental developmen...
CNG conundrum: Rising vehicles, weak volumes India’s monthly CNG vehicle addition pace h...