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  • Data Track: December 2015 volume update of auto majors
    04-Jan-2016

    M&HCV recovery on back of replacement demand; 2Ws under pressure on weak rural demand We expect demand momentum to pick up further pace in 2HFY16 on government reforms initiatives and on interest ..

  • Dashboard: Sector overview and outlook
    02-Dec-2015

    M&HCV recovery on back of replacement demand; 2Ws under pressure on weak rural demand We expect demand momentum to pick up further pace in 2HFY16 on government reforms initiatives and on interest ..

Industry Update
  • Metals : 73mt opportunity
    22-Jun-2017

    Indian steel demand growth has historically moved in tandem with the economiccycle. However, demand growth CAGR has been 6-8 % if looked in 10-year windows. We expect Indian steel demand to grow at a ..

  • Aviation: Fare uptick visible in a seasonally strong 1Q
    21-Jun-2017

    Fare uptick visible:Our one-month forward fare tracker for 11 routes shows an upward trend in fares over a seasonally strong 1Q. We believe yields for airlines (IndiGo and SpiceJet) would improve QoQ ..

TechKnow
  • TechKnow: Services in the digital world
    12-Jun-2015

    Subscription-based business model is the driving force behind XaaS offerings. As enterprises ' need to turn "Capex to Opex increases ", upfront capital expenditures for business applicatio..

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