LONG DLF: The Zero-Debt Apex Predator Monetizing India's Multi-Year Real Estate Supercycle
The fundamental trade revolves around acquiring a pure-play, de-risked vehicle to monetize the ongoing Indian real estate supercycle. DLF is the...
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India: 50bp Rate Cut, 100bp of CRR Cuts Pave the Way for Faster RGDP Growth
We forecast 8.5% real GDP growth in FY26, with another 75bp of rate cuts by Dec'25 (after 100bp cuts in Feb-Jun'25) boosting fixed investment,...
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MS-India Index Earning Revision (May): Vedanta, Hindustan Petroleum, Bharat Petroleum, HDFC Bank
We analyzed MS-India's consensus for May 2026 and highlighted changes of EPS in Vedanta, Hindustan Petroleum, Bharat Petroleum, Grasim Industries,...
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Real Estate (Q4FY26 Results Preview): Geopolitical headwinds impact sentiment
Recent launches to sales velocity saw moderation toward Q4FY26-end: Our interaction with the real estate stake holders suggests slowing sales...
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DLF: A lot riding on Mumbai
Over the years, DLF has created a new benchmark and addresses in the NCR luxury real estate market, with differentiated offerings like Camellias,...
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