Escorts Ltd (ESC IN) | Working Capital Improvement on Cards?
Escorts Ltd (ESC IN) has corrected 40% from its 52-week peak. We believe the stock price correction is on the back of two reasons 1) Lower Volume...
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India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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Farm Loan Waiver: Tractors an Anonymous Beneficiary
Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...
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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...
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India: Monsoon Is Below Normal Now, Poor Rainfall Is Negative for Consumer Goods and Rate Cut Hopes
In our last insight on rainfall distribution in India, Monsoon Is “Normal” This Year: Perception Vs. Reality and the Implications dated 8th August...
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