Festive season demand coupled with the recent interest rate reduction may possibly start reflecting in the volume growth and subsequent revenue growth for FMCG (fast moving consumer goods) companies by
The fertiliser sector continues to show a mixed trend despite a projected growth in demand to 33. 81 million tonne in 2016-17 versus 29
Given the sluggish macro environment and structural issues in the infrastructure space, bad loans remain a key concern for the banking stocks.
The depreciating rupee has been nightmarish for most sectors except information technology and pharma. The two net exporting sectors have been strengthening their bottomlines over the last few quarters.
Even as car sales grew for the tenth month in a row in August in India, the world’s fifth largest car market, poor rains and slow reforms could spell gloom for the automobile companies in Asia’s third biggest economy.
Govt’s attempts to speed up infra development have started bearing fruits with project delays falling.
By Kishor Ostwal, CMD, CNI Research
Even though the Narendra Modi government is trying hard to improve the infrastructure and industrial climate and the government spending has also started improving what matters at this point of time is private investment in large infrastructure projects.
The domestic aviation sector is back in the reckoning with the operating environment turning positive as a result of a steep fall in aviation turbine fuel (ATF) price, rising demand
By Amber Dubey, Partner, India head of aerospace and defence, KPMG
in July, aviation secretary RN Choubey announced the government’s resolve to ‘take flying to the masses’. Less than 1 per cent Indians fly. If we could make each of the 300 million middle class Indians fly just once a year, we would have domestic traffic over 4 times that of the 70 million air tickets sold last year.
Cement companies are likely to remain stressed in the short term due to low demand, but are expected to recover in the medium term.