RESEARCH: EQUITY

Light at the end of the tunnel

Several issues plaguing commercial vehicle financing in the past five years subdued growth and return ratios and raised credit costs. However, there are visible signs of a reversal in this trend with a sharp revival expected in their fortune over the next three years. Read More >>

07 January 2017

A Niche Play

We are cautiously positive on the Indian agrochemicals sector, which is riding on inherent structural drivers and strong entry barriers. The sector is on a strong footing and is set to grow further to US$ 7.5 bn by FY19, which translates to a CAGR of 12% vs. the historical CAGR of 8-10%. Read More >>

05 January 2017

Post-monsoon recovery expected

We expect cement demand and price to pick up September onwards, as we head into the post-monsoon busy construction period. Government’s focus on low-cost housing term could provide the much-needed impetus to the sector in the medium term. Read More >>

07 Janaury 2017

Darkest before dawn

Several issues plaguing commercial vehicle financing in the past five years subdued growth and return ratios and raised credit costs. However, there are visible signs of a reversal in this trend with a sharp revival expected in their fortune over the next three years. Read More >>

By SIDHI SHAH | 07 Janaury 2017

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