India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

Thematic (Sector/Industry)

India Capital goods / Thematic (Sector/Industry)

What: Order Books, Inventories and Capacity Utilization Survey (OBICUS) by Reserve Bank of IndiaRelevant for: The capital goods companies, Manufacturing Sector Growth, Capacity Addition and Capex Outlook, and Credit growth for BanksIndustrial activity in India has been in slow motion for a few years now and despite the hopes that a revival should be in the offing very soon, we have not really seen any meaningful positive change in tangible data points. In this context, it is important to look at…

What: Order Books, Inventories and Capacity Utilization Survey (OBICUS) by Reserve Bank of IndiaRelevant for: The capital goods companies, Manufacturing Sector Growth, Capacity Addition and Capex Outlook, and Credit growth for BanksIndustrial activity in India has been in slow motion for a few years now and despite the hopes that a revival should be in the offing very soon, we have not really seen any meaningful positive change in tangible data points. In this context, it is important to look at…

인도에서 산업 활동이 회복되려면 얼마나 걸릴까?