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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Monsoon Is "Normal" This Year: Perception Vs. Reality and the Implications
A "Normal Monsoon" hides huge regional variationsThe rains this year have been normal so far as per Govt of India's weather forecasting unit, India...
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India: Discretionary Demand Recovers While Staples Continue to Languish
Auto sales post strong rebound from demonetization lowsPassenger vehicle (PV) sales in India grew 22% YoY in April, the strongest showing since the...
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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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