Food & Grocery
From a disruptor’s lens
The view from a disruptor’s lens is a salivating one as short of a few well-capitalised operators, the organ..
Jan’21 volume review: New Year commences on a positive note for Tractors, PVs and 2Ws
* Wholesales for Tractors, PVs and 2Ws were positive yoy in Jan’21, ..
Average daily fliers remains range bound at 248k
Weekly average daily fliers came in at 248k in the week ended (W.E) 6 th Feb’21 vs 242k in the W.E. 30th Jan&rs..
Government proposes green tax for older vehicles…
…and scrapping of government/PSU vehicles
* The Ministry of Road Transport and Highway (MORTH) has..
Paints: Analyzing Grasim’s ‘right to win’ in paint industry and impact on incumbents
Realistic view / our view: Given that Grasim targets a 20% IRR ..
Bharti gaining market share across parameters
In Q2FY21, consumer spend on mobile services (post GST) rose 4.5% QoQ / 23.9% YoY to Rs373bn on relaxation of lockdown. ..
RBI paper alleviates fears about restrictive NBFC norms
The Reserve Bank of India (RBI) has released a discussion paper on non-banking financial companies (NBFCs) tha..
Key sectoral trends from 3QFY21 earnings
* Technology: 3QFY21 marks the second sequential quarter of mid-single-digit QoQ revenue growth (+4.9% QoQ USD cumulatively) ..
Jubilant Foods is one of the few discretionary names which have come back to a full recovery in 3Q and is now set for strong growth for 4Q onwards. In addition to an acce..
‘Whatever it takes’ to boost growth – funding no longer an issue
FY22 India Budget marked a significant change in the stance toward boosting growth ..
19% increase in FY21 revised capital expenditure
Key takeaway from defence capital expenditure (FY22) in Budget 2021 was~18.8% increase in FY21RE vis-à-vis FY2..
Budget FY22: Well-laid plans, execution is the key
Government has clearly signalled its intent to accelerate infrastructure development and thereby, crank up the econ..
Rupee weakens against US dollar on Thursday
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Mobile app soon to provide real time data on charging stations
PM Modi set to gift 5G services to Indians on Oct 1 (Lead)
`Make in India` completes eight years, annual FDI nearly doubles to $83 bn
At 264%, India logs fastest growth in global IoT module market
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