India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News
The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...
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Mahindra & Mahindra Ltd: Beginning of a New Phase
Mahindra & Mahindra (MM IN) (M&M) is one of the leading automotive and tractor manufacturers in India as well as internationally. M&M...
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Tata Motors: A Tesla Capex
Executive summary We initiate our coverage on Tata Motors Ltd (TTMT IN) (“TM”) with a NEUTRAL recommendation on all TMIN complex on the...
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India: Auto Sales in Fast Lane but the Gap Between Leaders and Laggards Is Widening
Maruti Suzuki India Ltd (MSIL IN) has once again done exceptionally well in sales volumes during May and it continued to increase the gap with...
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India Passenger Cars: Maruti's Volume Growth Is Not News Anymore, Watch Out for Tata Motors
Maruti Suzuki India Ltd (MSIL IN) has done exceptionally well in FY18 sales volumes and it continued to increase the gap with competitors in April....
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