First Light: Logistics (Sector Report), Wholesale Inflation, eClerx Services, Pharma

Economy Update: eClerx Services Ltd.

BOB Capital Markets Ltd.

India's US$ 160bn logistics industry is amidst a much-needed transformation led by (1) structural reforms (GST, e-way bill) and the government's infrastructure thrust (DFC, Sagarmala), (2) the emergence of new-age, service-oriented businesses versus asset-heavy models, and (3) growing formalisation of the sector, propelling organised players to the fore. We prefer the emerging 3PL and express segments for long-term value creation. Among...

Comment

Name	Companies Held
Subramanian P	114
Hitesh Ramji Javeri	59
Globe Capital Market Ltd	51
Dipak Kanayalal Shah	39
Mahendra Girdharilal	38

Name	Companies Held
reliance-capital-trustee-co-ltd	157
Hdfc Trustee Company Limited	156
Bank Of India	132
BIRLA-SUN-LIFE-TRUSTEE-COMPANY-PRIVATE-LIMITED	127
general-insurance-corporation-of-india	82

Name	Returns(%)
Name	Week	Month	Year
HDFC Top 200 Fund - Reg - G	0.50%	8.10%	14.75%
SBI MAGNUM EQUITY FUND - Reg - G	0.48%	5.96%	12.26%
Canara Robeco Large Cap+ Fund - Reg - G	0.41%	6.04%	11.67%
UTI - Equity Fund - Reg - G	-0.06%	6.15%	11.33%
Kotak Classic Equity Scheme - Reg - G	0.08%	5.31%	11.04%

Name	Returns(%)
Name	Week	Month	Year
MIRAE ASSET EMERGING BLUECHIP FUND - Reg - G	-0.04%	7.77%	10.48%
Axis Midcap Fund - Reg - G	-0.50%	4.75%	10.10%
Birla Sun Life Top 100 - Reg - G	-0.34%	6.29%	6.73%
SBI EMERGING BUSINESSES FUND - GROWTH - Reg - G	0.45%	6.95%	6.59%
Peerless Midcap Fund - Reg - G	-0.07%	7.01%	6.48%

Name	Returns(%)
Name	Week	Month	Year
Axis Equity Fund - Reg - G	0.04%	4.07%	14.12%
HDFC Equity Fund - Reg - G	0.43%	8.59%	12.48%
Mirae Asset India Opportunities Fund - Reg - G	0.08%	6.64%	12.36%
Canara Robeco Equity Diversified - Reg - G	0.02%	5.82%	11.93%
Parag Parikh Long Term Value Fund - Reg - G	0.00%	3.93%	9.32%

eClerx Services Ltd.

First Light: Logistics (Sector Report), Wholesale Inflation, eClerx Services, Pharma

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