India’s Data Center Build-Out: AI, Power and the Road from 350 MW to 7 GW
​India's data centre industry is booming with major deals and investments, driven by demand for AI, cloud, data localisation, and hyperscalers.
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India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
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India Consumer Durables: On the Ground Signals of Sales Slowdown in Anticipation of GST
Consumer AC sales down 20% YoY in MayIn a recent interview, management of Hitachi Home & Life Solutions India Ltd. (JCHAC IN)Â indicated that...
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Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms
Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...
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