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.
Systematix Research Report
Our interaction with channel partners suggests that the demand momentum for passenger vehicles remains healthy, but supply chain constraints are impacting retail sales.
While semi-conductor availability has improved, the situation remains dynamic and structural improvement is expected only over the next 12 months.
Demand for two-wheelers remains subdued, given frequent price hikes by original equipment manufacturers and all-time high fuel prices. Urban demand (especially for scooters) remains weak, while rural markets are seeing some uptick in demand.
The momentum for e-two-wheelers continues to pick pace (most vehicles have a waiting period), with customers awaiting electric vehicle launches by incumbents.
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