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.
Dolat Capital Report
The macroeconomic data for October-November 2021 is impacted by global supply disruptions and waning of low base effect of Covid-19 led lockdowns.
Consumption indicators alludes to some recovery in demand, particularly rural demand, though overall demand metrics still remain below pre pandemic levels.
Credit growth has seen a gradual pick up, led by improved demand for loans from industry.
Expect for cement, key industrial sectors witnessed muted production growth for Oct 21- index of industrial production (up 3% YoY), durables (down 6%), steel (up 1%), cement (up 14.6%).
Supply-side bottlenecks, especially related to coal and chips in the automobile sector, along with subdued investment and consumption weighed on the IIP despite festive demand.
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