ESDM market
ESDM market : Medium term trend
ESDM market
BE FINANCIALLY INDEPENDENT
ESDM market
Datacenter liquid cooling : Medium term trend
India Anode demand : Medium term trend
Data Centers Liquid cooling : Medium term trend
Scaffolding : Medium term trend
Medium Term trend : TMS Market
Data center Capacity Demand : Medium term trend
PEB industry : Medium term trend
Medium Term trend : Healthcare products
Animal Health Market : Medium term trend
Ice Cream Market : Medium Term Trend
Helmet Mkt : Medium term trend
Medical tourism : Medium term trend
Wearables : Medium term trend
Mobile Gaming : medium term trend
LIDAR : Medium term trend
Jewellery Market : Medium term trend
PEB steel buildings market : Medium term trend
EPC in Power transmission and distribution : Medium term trend
Exports : Smartphones : Medium term trend
Gig Economy : Medium term trend
Medium term trend : GPU operation cost
Telecom Towers : Medium term trend
Dark stores : Medium term trend
New Company Registrations : Medium term trend
CBO : Medium term trend
Emerging trend : Airports Pax
Luxury watches : HNI connection
Onsite :Offsite : Medium term trend
Life Vs NonLife Insurance : Medium term trend
RAC capacity addition : Medium term trend
Chinese Skincare
Sportwear Industry : Medium Term trend
PCB Indian Market : Medium Term trend
Data center : Medium Term Trend
Energy mix targets
Indian Speciality Oil market : Trends
Writing Instruments : Medium term trend
BPC market : Medium term trend
RDSS : Medium Term trend
Edible oil consumption trend
FCL yield
KSM market : Medium Term Trend
QSR : Impact start showing up
Business line
Aatmnirbhar version : Toys, bicycles and gems
Credit cards vs UPI
E-pharmacy vs retail
Technologies to watch by 2025
Pharma exports and Approvals
Local vs Overseas brands : who is winning
ULIP CENTRIC TO BALANCED SPREAD AND 4P
NON FERROUS !!
AATMNIRBHAR VERSION : BATTERY STORAGE TECH ACC
NEW TREND : PLANT BASED MEAT, PROTEIN, PIZZA, BEVERAGES
MEDIUM TERM SECTOR VIEW : TYRES
EDTECH : MASSIVE HEADROOM FOR GROWTH ?
PLI FOR FOOD PROCESSING
BROADBAND READY CABLE : BOOST COMING
BLOCKCHAIN AND INDIAN ECONOMY
HAVELLS : HIGH GROWTH OPPORTUNITY?
AATMNIRBHAR VERSION : ELECTRIC SCOOTERS
PLI SCHEME : 10 SECTORS
CEMENT COMPANIES : GROWING WELL!! CAPEX AND DEMAND OUTLOOK
Covid -19 has an impact on consumer durables to such an extent that demand outsrips supply and many SKU have waiting periods. Interestingly Dishwashers demand is so high that it outstrips last few years combined sales already. Listed Companies like Whirlpool, Siemens,, Voltas, IFB can be beneficiary and Voltas and IFB stocks have run up… Continue reading COVID effect on Consumer Durables!!
AATMNIRBHAR VERSION : TILLERS AND TRACTORS
BETTER TIMES AHEAD : Ashok Leyland
AATMNIRBHAR VERSION : TV
ETAuto
6 MONTHS BACK TO 6 MONTHS FORWARD
DHANUKA AGRITECH : LONG WAY TO GO ?
HIGH GROWTH OPPORTUNITY IN INDIAN FMEG
L&T Presentation Q1FY21 Only segment which shows growth is IT Services Business , shows a trend where money is moving, Other segment impacted least is POWER segment but margin are too low
NON-LIFE INSURANCE : HUGE OPPORTUNITY!!
AUTOMOTIVE : KEY MEGA TRENDS !
GLOBAL AGRI TRENDS :IMPACT ON INDIA
SBI Cards : Sign of Future!!