India Sectors

Ability of companies to maintain growth with profitability is tested in an inflationary environment

Ability of companies to maintain growth with profitability is tested in an inflationary environment

Strong liability franchise, high share of floating rate loans and healthy capital adequacy in a rising interest rate scen...

Demand picking up pace, with CVs and tractors leading the recovery

Revival in private capex and infra investment to drive orders

Rural housing and infra push to drive demand

Volatile input prices and a slowdown in rural India are near-term headwinds

Weak marketing margins led by higher crude prices and static fuel prices

Margin pressure continues due to high attrition and dependence on sub contractors

Export duty to create surplus steel capacity in the market putting pressure on prices

Tightening and raising the cost of money supply by global central banks spark concerns of recession

Tightening and raising the cost of money supply by global central banks spark concerns of recession