Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
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Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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India - A Lesson on Banking in Distress
Banks can earn losses. Multiple banks can report losses. India is a glowing example of this, where more than half of the banks with new data, have...
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Marketnomix Country Insights - INDIA
Growth outlook remains tilted to the downside. Vulnerability to fiscal shortfalls and external financing is rising. Policy rates are likely to...
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India's USD 44.5 Trillion 'Agriculture Income' Puzzle: What It Means For The Economy
India's economics will never be like before if a recent stunning disclosure by the country's tax department is to be believed.In response to a...
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