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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129/129 Reports

  • Sector Update:Monsoon
    Sector Update:Monsoon

    07 Jun 2017

    Monsoon has begun 2 days ahead of schedule starting from Kerala coast on 30th May. While forecast of normal monsoon is encouraging, we layout critical parameters that need to be monitored through Kharif season (Jun-Sep).
  • Economy Update: India in numbers
    Economy Update: India in numbers

    01 Jun 2017

    Reforms gathered momentum in May. GST rates were announced and the RBI was vested with powers to resolve bank NPAs.
  • Economy Update: India Consumer Monthly
    Economy Update: India Consumer Monthly

    01 Jun 2017

    Food raw material basket continued to ease in May. Key edible oil prices (Safflower oil, Sunflower oil and Rice bran oil) softened 4-6% MoM, while Palm oil and Copra hardened 6-10% MoM.
  • Economy Update: GST
    Economy Update: GST

    29 May 2017

    Introductory tax rates announced by the GST council suggest an attempt to minimize the impact on government revenues as well as inflation, while also sweetening the deal for adopters. We were pleasantly surprised by tax rate cuts in some segments where we were expecting none.
  • Flash Note: Power
    Flash Note: Power

    29 May 2017

    The Union government in 2016 formulated a policy for allocating coal linkages only through a transparent auction process. In June 2016, it announced the policy for auctioning of linkages for the non-regulated sectors.
  • Quick Note: ECONOMY
    Quick Note: ECONOMY

    23 May 2017

    We are revising our USD/INR forecast after most risk events that we highlighted went in INR’s favor. A structural call for steady INR appreciation is not yet there, though the ingredients are in the making. We think the Savings-Investment gap is compressed due to the weak investment cycle
  • Eco - CPI - Economy Update
    Eco - CPI - Economy Update

    18 May 2017

    CPI fell more than expected to 3.0% y-o-y in April vs.consensus expectations of 3.2%. The decline was broad based with the exception of the ‘fuel & energy’ index.
  • Sector Update:Banking
    Sector Update:Banking

    15 May 2017

    Government empowers RBI to tackle stressed assets
  • Economy Update: India in numbers
    Economy Update: India in numbers

    03 May 2017

    Equity markets are buoyant from the liquidity deluge (inflows from FII and MFs) and March data points to a solid rise in domestic production. Something’s up for sure. This is a huge change in activity and sentiment from the middle of demonetization when pessimism abounded. We even expected the rea..
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