India: What You May Have Missed in the Industrial Production Numbers? And Why Is that Important?
While the media coverage is more focused on RBI vs. Govt controversy and ongoing assembly elections, the data points on economy are getting much...
426 Views
India: Major Overhaul of Electricity Act 2003 - Game Changer Legislation for the Entire Value Chain
Depending on how you look at it, Electricity Act of 2003 was responsible for phenomenal growth of Indian power sector over previous fifteen years...
454 Views
India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
511 Views
India: Investment Cycle Is Turning, But Role of RBI and Govt Will Be Key to Sustain the Momentum
There are signs that investments are picking up in Indian economy. Not only results of companies like Larsen & Toubro (LT IN) and ABB India Ltd...
329 Views
Bharat Heavy Electricals (BHEL IN): 2Q Results - Proof of Why Macro Turnaround Won't Help Everyone
Bharat Heavy Electricals (BHEL IN) 2Q results is a chilling reminder of how the macro turnaround and capex revival may not help everyone and why it...
286 Views