Category: Industry Research

We recently held an Experts Day during which we interacted with Mr. Anuj Puri, chief executive officer of Anarock, and former managing director of consultancy firm Jones Lang LaSalle.
March 21, 2018, 1:04 p.m.

Cellular Operators Association of India (COAI), the apex industry association representing the country’s major telecom, Internet, technology and digital services companies, recently released the latest telecom subscriber numbers, for the month ending January 2018.
March 21, 2018, 12:39 p.m.

In India, there is a confusing term `non-bank financial company' (NBFC). This is an unfortunate phrase as the term, when taken literally, includes insurance companies, etc. In India, it denotes a 10×2×2 classification of business models which are regulated by the RBI.
March 21, 2018, 9:37 a.m.

EXIM originating container rail volumes maintained the double-digit growth trend of the last seven months. Originating container rail volumes in tonnage terms increased 21% YoY over Jan-Feb 2018.
March 20, 2018, 12:56 p.m.

While we like both AMRJ and EXID, we prefer EXID over AMRJ due to its cheaper valuations (~30% discount to AMRJ after adjusting for insurance business value).
March 20, 2018, 12:52 p.m.

Combining carriage with content and commerce is a winning strategy.
March 19, 2018, 9 p.m.

Public sector banks (PSBs) will continue to have relevance in India’s economy where a major portion of the population lives in rural areas and their primary financial needs are served largely by these banks.
March 19, 2018, 12:11 p.m.

We are turning ‘tactically’ positive on the Indian IT services sector for the next 12 months after having been negative on it for close to three years.
March 17, 2018, 12:06 p.m.

Niti Aayog Vice Chairman Rajiv Kumar today said there is need for a policy to promote electric vehicles (EVs) in India and the think tank is well-placed to develop it.
March 17, 2018, 11:37 a.m.

All-India cement prices are higher by 2% QoQ in QTD January-March 2018, led by price hikes in the central and east regions. Prices in the west are also higher QoQ, with exit prices in the Gujarat markets higher than average prices in 3QFY18.
March 16, 2018, 11:50 a.m.