Core industrial demand stays muted, as per RBI data continuing to remain low at ~70%.
Expect OEMs across the board to report a tepid revenue growth constrained by weaker volumes.
Q3FY20 top line of agri-input companies to report strong growth.
Q3FY20 same store sales growth (SSSG) to be weak amidst macro-economic slowdown
In the domestic market, we believe bidding of merchant iron ore mines in Odisha and ferrous demand uptick are the most important factors to watch for
Profitability surge in the offing; Big is Beautiful; corporate banks re-rating to continue
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