Autos: Time to relook
We expect auto demand (across segments) to revive on a low base relative to the peak of FY19, led by a pick-up in economic growth and expected...
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Auto Monthly Volume Update - Mar 2022 - Easing Supply Chain Issues Improve PV & CV Traction
FY22 was a difficult year for the auto industry on account of supply-chain challenges as well as RM headwinds, resulting in an increased total cost...
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Bajaj Auto: Since Its Q3FY22 Result, Bajaj Auto (BJAUT) Has Outperformed NIFTY50 by ~15%
Since its Q3FY22 result, Bajaj Auto (BJAUT) has outperformed NIFTY50 by ~15% amid worsening outlook on profitability, rising fuel prices and...
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Axis Top Picks April 2022
Commodities and IT sectors are the biggest winners of FY22. In the last one year, the Metals sector has gone up 53%, Energy by 40%, commodities by...
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Growth, Margin Concerns Resurface for Auto Sector Amid Prevailing Geopolitical Crises
Resurfaced chip availability concerns amid geopolitical issues Russia is the largest producer (~40% share in global production) of rare earth metal...
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