Specialist in Indian Banking and Economic Research

Hemindra Hazari

Is a Securities & Exchange Board of India (SEBI) registered research analyst with over 25 years experience in the Indian capital markets with a specialization in banking and economy research and has managerial experience of establishing profitable equities business, leading and mentoring analysts.  He has worked with prominent foreign and domestic capital market firms such as UBS, Societe Generale, HSBC, ASK Raymond James  and Karvy Stock  Broking and is a regular guest on business media channels and is respected for his non-consensus view on stocks and the market.

Unusual Phenomenon of Marginally Higher Industrial Production During Demonetisation Period

"Missing" – India's Chief Economic Adviser

Demonetisation: Marginalisation of India's Central Bank

Thematic (Sector/Industry)

India Consumer staples / Thematic (Sector/Industry)

<p>The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of 1% yoy growth, the IIP contracted by 1.9%. While the continuous collapse of capital goods production has been consistently highlighted by the analysts and media, the significance of the poor performance of the higher weightage consumer non-durable (staples) has been largely ignored. While capital goods tends to be glamourous as it is directly…</p>

The Index of Industrial Production (IIP) for October 2016 was announced on the evening of December 9, 2016. As against the consensus expectation of 1% yoy growth, the IIP contracted by 1.9%. While the continuous collapse of capital goods production has been consistently highlighted by the analysts and media, the significance of the poor performance of the higher weightage consumer non-durable (staples) has been largely ignored. While capital goods tends to be glamourous as it is directly…

Triveni Engineering & Industries (TRE IN)

Esteem Bio Organic Food Processing (EBPL IN)

Dalmia Bharat Sugar and Industries (DCB IN)

Glaxosmithkline Consumer Healthcare (SKB IN)

Procter & Gamble Hygiene and Healthcare (PG IN)

Bleak Future for Consumer Staples