Second wave strikes 2W markets harder than before...
…dealers skeptical about strong recovery post second wave We interacted with 2W dealers to gauge the demand..
We hosted a call with Mr. Kaushik Mehta, Founder and CEO of RULoans Distributions, one of the largest DSAs, to discuss the recent business trends in retail loans and to g..
Sputnik V approval imminent; +ve for DRL, neutral for Cadila
* We believe Sputnik V emergency use authorization (EUA) by Drug Controller General of India (DCGI) is imm..
Non-life insurers report strong MoM GDPI growth in Mar’21
Gross domestic premium income (GDPI) for non-life insurers grew 23% / 5.2% YoY in Mar’21 / FY21,..
PVC prices continue to rise
PVC prices have increased further with a hike of Rs3/kg, or 2.2%, w.e.f. 15th Apr’21. This is the first hike in Q1FY22 after an incr..
* Reported revenue of $3,613mn (up 2.8% QoQ reported and up 2% QoQ in CC terms). In INR terms, it reported revenue Rs 263.bn (up 1.5% QoQ), a slight..
Regional HRC prices rise on demand-supply tightness
China-Korea FoB export prices rise by 5-12% WoW
* Regional Steel prices moved up further in response to tightn..
A moderate quarter in the offing
We expect a moderate Q4 for the companies under coverage, with yoy revenue, EBITDA and earnings growth of 5%, 22% and 25%, respective..
Investment management fees hiked for pension funds in NPS
Investment management fee, charged by pension funds in the National Pension System (NPS), has been increased..
Strong quarter, aided by healthy realisation….
For Q4FY21E, we expect domestic steel companies to report a robust quarter, driven by higher steel prices. For t..
Demand recovery getting delayed; structural growth story intact
Apparel brands/retail companies under our coverage are likely to report low single digit revenue growt..
E-pharmacy: Opportunities and challenges aplenty
We hosted Mr. Kartik Anantharaman, Director of e-Pharmacy and Private label business at Medlife, to understand his vi..
Rupee falls 10 paise to 73.94 against US dollar in early trade
Rupee strengthens against US dollar on Tuesday
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Currency Squeeze: Rupee expected to weaken further
Asian shares gain but Evergrande jitters keep investors on edge
TN signs 24 MoUs with investment outlay of Rs 2,120 cr
New TN export policy targets $100 bn exports by 2030
India must work towards sustainable growth in post-pandemic era - Shaktikanta Das
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