India: What You May Have Missed in the Industrial Production Numbers? And Why Is that Important?
While the media coverage is more focused on RBI vs. Govt controversy and ongoing assembly elections, the data points on economy are getting much...
574 Views
India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
688 Views
India: Investment Cycle Is Turning, But Role of RBI and Govt Will Be Key to Sustain the Momentum
There are signs that investments are picking up in Indian economy. Not only results of companies like Larsen & Toubro (LT IN) and ABB India Ltd...
520 Views
India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
591 Views
India: Is Power Distribution Business Getting More Attractive than Generation and Transmission?
Power Distribution is attracting more interestThere have been a few events in last few months indicating that the companies are getting more...
290 Views