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25 Apr 2022
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Brokerage Research Reports
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Edelweiss
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Economy Update
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Gauge of recovery in activity
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23 Apr 2022
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Brokerage Research Reports
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Edelweiss
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Mgmt Note
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22 Apr 2022
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Brokerage Research Reports
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ICICI Direct
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Economy Update
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13 Apr 2022
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Brokerage Research Reports
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Prabhudas Lilladhar
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Strategy Note
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Indian economy is showing signs of fatigue given high inflation, Russia Ukraine war and rising crude prices. While Russia Ukraine war will increase inflation, there could be silver lining for rural India given 1) Rs500-600bn additional profits from rabi crop in Wheat, Mustard etc. and 2) likely gains of Rs1000-1500bn for dairy farming sector. We believe bottom end of the pyramid has been protected from inflation significantly by PM Garib Kalyan Yojana (Free Rice/wheat/pulses/ edible oil etc.) will protect downside. Normal monsoon and weak 4 th covid wave will increase consumer confidence and boost rural demand....
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13 Apr 2022
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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08 Apr 2022
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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01 Apr 2022
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Brokerage Research Reports
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Prabhudas Lilladhar
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Strategy Note
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Russia Ukraine Crisis a boon for Rural demand revival We believe Rural India is all set to kick start a new growth phase in India. Russia Ukraine war might end Vicious cycle in Economy...
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01 Apr 2022
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Brokerage Research Reports
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ICICI Securities Limited
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Economy Update
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31 Mar 2022
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Brokerage Research Reports
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Edelweiss
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Economy Update
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Core sector output growth propelled by lower base
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29 Mar 2022
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Brokerage Research Reports
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Edelweiss
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Strategy Note
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Positional SELL | NIFTY
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