Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumptionĀ boom thesis rarely asks how it can be funded, given the...
833 Views
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...
684 Views
Swaraj Engines: Positive Outlook But Growth Is Slowing and Valuation Is Rich
Swaraj Engines (SWE IN)Ā (SEL)is primarily manufacturing diesel engines for fitment into Swaraj tractors manufactured by Mahindra & Mahindra...
1.1k Views
Mahindra & Mahindra Ltd- 2QFY19 ā New Launches Cause Margin Pain, Benefits to Follow
Mahindra & Mahindra (MM IN) reported 2QFY19 PAT of Rs 17,788 mn vs our estimate of Rs 15,240 mn. The revenues were 2.5% lower than estimated....
650 Views
India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from badĀ to worse over previous few weeks as there have been multiple reports highlighting poor...
502 Views