India: Slow Down in Core Industries but Cement Remains Bright Spot, Positive for Infrastructure
Though core industries growth remains volatile month-to-month and there are also changes in data reported across different categories, these...
561 Views
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,...
692 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 Manufacturing: Demand Is Picking Up, RBI's Orders and Utilization Survey Makes Us More Hopeful
Reserve Bank of India or RBI's Order Books, Inventories and Capacity Utilization Survey (OBICUS) Survey is the most comprehensive data on capacity...
506 Views