India Strategy Report
India's PE movement: Politics to Economy
07-Apr-2019
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Industry Update
Cement: Price hikes across regions
03-Jun-2019
Pan-India, current prices are INR25/bag higher than the average prices witnessed in 4QFY19. Prices have increased (v/s 4QFY19 average prices) by INR40/bag in the North, INR6/bag in the South, INR37/bag in Central India, INR23/bag in the East, and by ..
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EcoScope
RBI cuts policy rate by another 25bp, changes stance to accommoda..
06-Jun-2019
In line with market expectations, the RBI cut its repo rate for the third consecutive time to 5.75%. Consequently, the reverse repo rate stands at 5.50% and the marginal standing facility (MSF) rate at 6.0% (Exhibit 1). Notably, it was a unanimous de..
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Industry Update
29-May-2019
No signs of recovery yet; Marriage season demand weak
Our interactions with leading PV/2W/CV channel partners still indicates no signs of demand recovery at retail level, as sales inquiries have continued to remain tepid.However, production cuts over Mar-Apr 2019 helped inventory levels correct by ~5-6 ..
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EcoScope
4QFY19 GDP growth lowest in five years
01-Jun-2019
Real GDP/GVA growth decelerated sharply to 20-quarter slowest growth of 5.8%/5.7% YoY in 4QFY19, much lower than the market consensus of 6.3%/6% (our forecast of 6.2%/5.9%). It implies that real GDP/GVA grew 6.8%/6.6% in FY19, lower than market conse..
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Wealth Creation Study
01-Nov-2018
Motilal Oswal 23rd Annual Wealth Creation Study
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