Sector Reports

Get updated on the recent macro and micro trends in various sectors as well as Indian and Global markets.

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Date

105/105 Reports

  • Sector Update:Logistics Monitor
    Sector Update:Logistics Monitor

    23 Feb 2017

    As per data from Indian Ports Association (IPA), cargo at Major Ports grew 3.6% YoY (Jan ‘17), which was lower than 7.1% YoY growth YTDFY17. Growth in iron ore (up ~4x YoY) offset 10%/ 15% YoY decline in coking / thermal coal respectively. Container tonnage rose ~1% YoY (up 2.5% in TEUs), as ex-JN..
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  • Eco - Exports exposure
    Eco - Exports exposure

    23 Feb 2017

    India’s export growth has averaged +4% over the last six months (Aug16 to Jan17). Exports turned positive in Sept 16 after two years of mostly negative prints. Fall in commodity prices largely explained the decline. But, the turnaround we are seeing now is not all from commodity price recovery, so..
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  • Economy Update: IIP
    Economy Update: IIP

    17 Feb 2017

    Eco: IIP falls in December, but solid q-o-q improvement
  • Economy Update: Post RBI
    Economy Update: Post RBI

    14 Feb 2017

    RBI kept Repo rate on hold at 6.25%, in line with our expectations versus market call for a 25bp rate cut. In addition, the committee replaced the word‚ accommodative? in the forward guidance with ‚neutral? which is more hawkish than expected.
  • Sector Update:Logistics
    Sector Update:Logistics

    08 Feb 2017

    Finance ministry’s positive commentary on (a) competitive pricing of rail tariffs considering competition (especially road) and (b) underlying intent to regain market share through offering end-to-end integrated logistics solutions augur well for volume growth of Container Train Operators (CTOs) l..
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  • Sector Update:Capital Goods: Capex cycle
    Sector Update:Capital Goods: Capex cycle

    07 Feb 2017

    GovtInfra spends, emission norms to lead turnaround
  • Sector Update:METAL
    Sector Update:METAL

    07 Feb 2017

    Bullish long-term cyclical factors: Global mining capex is at decadal low, dwindling new discoveries; World’s top 2 mining companies have cut their total workforce by a whopping 38% over last 4 years due to depressed commodity prices; Chinese government strictly controlling new capacity addition a..
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  • Sector Update:Road
    Sector Update:Road

    02 Feb 2017

    Road sector recovered over the last 2 years; opportunity of ~Rs6 trnin next 5-6 years; Post the lull of FY12-14, strong pick up in FY15-17 facilitated by multiple reforms; In FY 18 itself, ~ Rs1 trnof orders each, by Centre (NHAI + MoRTH) and States; HAM to be the preferred route for NHAI going forw..
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  • Economoy Update: Union Budget 2017-18
    Economoy Update: Union Budget 2017-18

    02 Feb 2017

    Smarter approach vsThrowing money, at every problem: egdigitalization, increasing crop insurance, digital agri-markets, space-tech & targets for MNREGA, online edu-courses, healthcare cards, …