Exactly a year ago, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to customer behaviour, business m..
Exactly a year ago, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry structur..
OPEC+ has decided to prune output cuts and Saudi Arabia its additional output cut of 1m b/d and ramp up by 2.15m b/d during May-Jul’21. IEA estimates global demand ..
LEO launches offer meaningful business opportunity
We hosted Dr Sudheer Kumar, associate director capacity building program office – Indian space research organi..
Infra push by government, localised lockdown risk persist
Project execution is limping back to normalcy as per expectations, though there is a concern on more localise..
Demand recovery getting delayed; structural growth story intact
Apparel brands/retail companies under our coverage are likely to report low single digit revenue growth..
Strength in steel prices augurs well…
Domestic steel prices have witnessed strong traction over the last eight to nine months, registering a sharp increase in t..
Structural profitability reset amid multi-year upcycle; long cement
We believe India’s cement industry is entering a new upcycle that has no parallel in recent d..
On the road to recovery
Power sector continued its resurgence in Q4FY21. Power demand witnessed spectacular recovery in H2FY21 (up 7.8% YoY) to close FY21 only 1.1% lo..
Apr’21 preview: Lockdown dampener to Auto sales
* Apr’21 demand is likely to be impacted by Covid-19-related restrictions/lockdowns across several states. ..
Rupee strengthens against US dollar on Tuesday
Rupee falls 10 paise to 73.94 against US dollar in early trade
NCLT approves sale of IL&FS education arm to LEHL
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Nifty at 15800 but midcap index at crucial juncture now By by Sameet Chavan, Angel Broking
GST cuts for several Covid-relief items; no change in vax tax
India cuts taxes on some COVID-19 medicines and equipment
Oil PSUs to support various Art & Handicraft projects
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