PLI for White Goods: Domestic Companies Left Stranded
AC manufacturers were particularly abuzz when the first thought of PLI came in. However, the recent development of the scheme has left most of the...
396 Views
Unlock 1 Ill-Effects: Boon for the Consumer Discretionary?
The previous insight related to our Covid-19 coverage, Covid-19: Dull Economic Package, Lock-Down 4.0 Consequences highlighted that the economy is...
469 Views
The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
715 Views
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...
706 Views
India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
749 Views