BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Prabhudas Lilladher Report
Indian economy is delicately poised with mixed signs of post second wave recovery with strong tailwinds from-
IT services with record hiring and salary hikes,
expected gains from China+1 supply chain realignment in pharma, chemicals, textiles etc.
rising visibility of private sector capex to kick start led by cement, steel, oil and gas, textiles, data centres etc.
Production linked incentive schemes amounting to Rs 1600 billion over coming three to four years and
huge government led Infra capex amounting to $1400 billion.
However, slowdown in rural demand, increase in inflation, firm crude prices, disruption in global supply chain are headwinds. Third Covid-19 wave with lower hospitalisations and less fatalities can reduce impact on economy.
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