Pina Dipesh Shah

#ResearchReport - ECOSCOPE: Economic activity continued to improve in Oct’20; Expect real GDP to decline 1-2% YoY in 3QFY21. Read report: http://ow.ly/Dfmo50CBfUH #ResearchReport

#ResearchReport - AUTOMOBILES | Nov-20 wholesales: Post-festive cautiousness visible in wholesales; no positive surprises; Tractor, CV, and HMCL disappoint. Read report: http://ow.ly/HGBL50CA7DT #ResearchReport

#ResearchReport - ECOSCOPE: As expected, India enters its first technical recession; GDP could post further decline in 3QFY21. Read report: http://ow.ly/M3xQ50CyXCg #ResearchReport

#ResearchReport - OIL & GAS | Open access: The wait ends, but clarity awaited. Read report: http://ow.ly/ICXA50Cw4Im #ResearchReport

#ResearchReport - METALS: Steel spreads at a multi-year high; Raise coverage EBITDA estimates by 7-10% for FY21-22E. Read report: http://ow.ly/sppl50Cw4HF #ResearchReport

#ResearchReport - EcoScope (Government investments fall by one-third in 2QFY21) Read report: http://ow.ly/u18J50CvjGy #ResearchReport

#ResearchReport - INDIA STRATEGY: Corporate India doubles down on cost control! Read report: http://ow.ly/sRDM50Cvjo7 #ResearchReport

#ResearchReport - Cement: Prices surprise positively on strong demand. Read report: http://ow.ly/g81c50Cu8oy #ResearchReport

#ResearchReport - MAHINDRA AND MAHINDRA: Better-than-expected business recovery in SUVs; Recovery in LCVs faster than expected, gains 500bp market share in 1HFY21. Read report: http://ow.ly/JI0o50CsY5u #ResearchReport