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All of the chemicals in our tracking universe exhibited a downward pricing trajectory on MoM basis in May 2025, barring Monoethylene Glycol; which exhibited a sharp 9% rise MoM. The price rise for this and the previous couple of months is driven by the uptick in seasonal demand for coolants and anti-freeze products which find use in automobiles. Heavy soda ash registered a price fall of 17% in just a month, owing to fall in demand from flat and container glass end-product segments. We expect prices to continue on the downward trajectory for the near term, post the highs seen in the Covid era. CRDMO companies are witnessing significant tailwinds in terms of growth. Companies...
Banking sector (non-food) credit growth moderated to 9.8% as on 16 May'25 vs ~10.2% in Apr'25 (vs ~11% in Mar'25). The latest sectoral deployment data showed that credit growth moderated in agri, industry and services sectors in Apr'25. Agri loans stood to 9.2% in Apr'25 vs 12.4% in Mar'25. Loans to industries moderated to 6.6% in Apr'25 vs 7.8% in Mar'25, due to slowdown in particularly large industries. Services sector growth too softened to 10.5% YoY vs 12.4% YoY in Mar'25. Growth in loans to NBFCs slowed to 2.9% YoY in Apr'25 vs 5.7% in Mar'25. However, loan to retail segment slightly improved to ~12% YoY in Apr'25 from 11.6% in Mar'25, aided...
ER&D spending set for major growth .......................................................................................... 9 ER&D services expand beyond mechanical function..................................................... 10 Manufacturing segment drives spending in outsourcing ............................................ 12 Digital mix cannibalizing legacy ER&D spend .................................................................... 14 Growing intensity of ER&D outsourcing .............................................................................. 15 Indian ESPs to grow faster than GCCs................................................................................. 16 India emerging as a global ER&D service provider .......................................................... 17 Segment-wise India opportunity ....................................................................................... 18...
In April, Consumer Price Index (CPI) inflation eased to 3.2%, while Wholesale Price Index (WPI) inflation declined to 0.9%. This sharp sequential drop in WPI inflation was mainly driven by lower food & fuel prices.
Bank of America analysts believe that food prices will remain “in check,” while core inflation will climb due to higher gold prices. The brokerage forecasts that GDP growth will recover to 6.7%, compared to the 6.2% seen in Q3FY25.
