Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan Mantri Awas Yojana (PMAY) was introduced by the Modi government to allay these issues by providing urban housing for all by 2022. While we dig deeper into the scheme we will also analyse some of the industries within that will gain from this program.

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan Mantri Awas Yojana (PMAY) was introduced by the Modi government to allay these issues by providing urban housing for all by 2022. While we dig deeper into the scheme we will also analyse some of the industries within that will gain from this program.

Housing for All Scheme: Growth Story for Cement and Prefab Manufacturers?

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Growth outlook remains tilted to the downside.</li><li> Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.</li><li>Room for further rate cuts on easing inflation and as demonetization hurts growth; downside risk to overvalued rupee with slow growth and rise in US yields.</li></ul>

Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Room for further rate cuts on easing inflation and as demonetization hurts growth; downside risk to overvalued rupee with slow growth and rise in US yields.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

In 2015 the e-commerce market in India was estimated at US$19.2 billion and is expected to grow by more than 200% over 2015-2025. The growth of internet retailing is driven by a number of factors, such as increased penetration of the internet and smartphones, a growing online consumer base, changing lifestyles, as well as innovations in payment options. Moreover, the e-commerce retailing industry is on the verge of consolidation; global retailers such as Alibaba and Amazon, as well as <a href="http://www.portal.euromonitor.com/portal/?t%2fj%2fCdEUWNlkXTh6MysL3g%3d%3d" target="_blank">Walmart, have recently voiced their interest</a> in acquisitions or merger deals with top Indian online retailers. As a result, the opportunities for India’s logistics industry are growing, together with demand. The aggressive growth of e-commerce retailing will contribute strongly to India’s logistics industry being among the fastest growing performers in the world over the 2015-2025 period.

In 2015 the e-commerce market in India was estimated at US$19.2 billion and is expected to grow by more than 200% over 2015-2025. The growth of internet retailing is driven by a number of factors, such as increased penetration of the internet and smartphones, a growing online consumer base, changing lifestyles, as well as innovations in payment options. Moreover, the e-commerce retailing industry is on the verge of consolidation; global retailers such as Alibaba and Amazon, as well as Walmart, have recently voiced their interest in acquisitions or merger deals with top Indian online retailers. As a result, the opportunities for India’s logistics industry are growing, together with demand. The aggressive growth of e-commerce retailing will contribute strongly to India’s logistics industry being among the fastest growing performers in the world over the 2015-2025 period.

Logistics Future: Anticipated E-Commerce Boom Will Drive Logistics Industry in India

Specialist in Indian Banking and Economic Research

Hemindra Hazari

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the Indian economy. But that would require his having the right diagnosis in the first place. The current approach is that India suffers from a 'balance sheet' issue of over-leveraged large corporates and banks burdened with poor asset quality. Resolving these issues through stringent asset recognition norms and recovery mechanisms combined with economic reforms will put India back on the track of high investments. However, RBI's own data shifts the spotlight elsewhere but strangely nobody appears interested in exploring further as it challenges the mainstream view.

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the Indian economy. But that would require his having the right diagnosis in the first place. The current approach is that India suffers from a 'balance sheet' issue of over-leveraged large corporates and banks burdened with poor asset quality. Resolving these issues through stringent asset recognition norms and recovery mechanisms combined with economic reforms will put India back on the track of high investments. However, RBI's own data shifts the spotlight elsewhere but strangely nobody appears interested in exploring further as it challenges the mainstream view.

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the Line of Control (LoC) into Pakistan Occupied Kashmir. This is a first time that India has actually crossed the LoC to send a strong signal to Pakistan and this action, unfortunately, increases the risk of confrontation well into the future. Historically any tensions between India and Pakistan were defused by back channel intervention of global powers…

Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the Line of Control (LoC) into Pakistan Occupied Kashmir. This is a first time that India has actually crossed the LoC to send a strong signal to Pakistan and this action, unfortunately, increases the risk of confrontation well into the future. Historically any tensions between India and Pakistan were defused by back channel intervention of global powers…

Rising Geopolitical Risks in Indian Sub-Continent: Towards a Worse-Off Sub-Optimal Nash Equilibrium

India

Welspun Investments and Commercials Limited operates as an investment and trading company. The Company invests oil and gas and retail sectors. Welspun Investments and Commercials serves customers in India.

Welspun Investments and Commercials (WICL IN)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Welspun Investments and Commercials (WICL IN)

Housing for All Scheme: Growth Story for Cement and Prefab Manufacturers?

With the urban population set to double to 814 million by 2050, India faces numerous challenges in providing housing to the masses. The Pradhan...

Speeda Research

Marketnomix Insights : India Outlook

Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...

Rajan Govil

Logistics Future: Anticipated E-Commerce Boom Will Drive Logistics Industry in India

In 2015 the e-commerce market in India was estimated at US$19.2 billion and is expected to grow by more than 200% over 2015-2025. The growth of...

Euromonitor International Ltd.

Bank Credit Growth: Wrong Diagnosis ?

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the...

Hemindra Hazari

Rising Geopolitical Risks in Indian Sub-Continent: Towards a Worse-Off Sub-Optimal Nash Equilibrium

Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the...

Asia Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)