India Consumer Discretionary: Blue Star- Multi Year Opportunity
India’s second largest air conditioning (AC) player in a barely penetrated market offering a very long runway for growth. Beneficiary of the high...
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India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
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Falling Natural Gas Production and Poor Import Infra Make PNG a Distant Dream for Most Indians
In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September...
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Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India
Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...
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"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment
Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...
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