India Consumption: More Signs of a Widening Slowdown
Bank lending to NBFCs has been flat since Oct-18 after rising by ~ Rs 1 tn in the previous 5-month period. Debt mutual fund holdings in NBFCs have...
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India: News Flow Is Turning Even More Negative for Autos but Stocks Doing Well, What's Going On?
The news flow for Indian Auto Industry is turning from bad to worse over previous few weeks as there have been multiple reports highlighting poor...
383 Views
Hero MotoCorp Limited: Hero With Shadows
Expectations of setting gold standards are always from heroes. Hero Motocorp (HMCL IN) (Hero) being the largest two-wheeler company of India and...
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Eicher Motors (EIM IN): Competition to Get Intense for RE, Should Investors Start Worrying?
Royal Enfield (RE) of Eicher Motors (EIM IN) is market leader in premium motorcycles in India and this segment is emerging as huge opportunity for...
377 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,...
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