Investec

Investec India

Business EN ↓ 77 avsnitt

Insights on the Indian market.

Glöm inte att besöka poddens webbplats och stötta skaparen: www.investec.com

Skapare

Investec

Kategori

Business

Poddens webbplats

www.investec.com

Senaste avsnittet

17 apr 2025

Var kan du lyssna?

Poddar i appen Replaio Radio Kommer snart

Poddar kommer snart till appen. Installera nu och bli först med att uppleva ett helt nytt sätt att lyssna på poddar

Installera gratis Android nästan 10 mn nedladdningar · betyg 4,8 iOS snart

Avsnitt

The Impact of Covid-19 on the Indian Banking sector 14.04.2020 5:26

Q4 FY20E results, for most banks, is going to be a continuation of Q3’20 trends – banks reporting stable results will continue to do so and those reporting weak trends, especially on asset quality, will see no relief. The impact of the loss of business in the last fortnight of March due to the lockdown will be minimal for large banks and mostly restricted to select line items like card spends, ban...

The impact of COVID-19 on India's cement industry 08.04.2020 7:07

COVID-19 has put a halt to the good growth Indian cement mills were enjoying, with volume growth for Jan-Feb’20 at 6.8% year on year. The extent of the current slowdown is anyone’s guess. That said, we take stock of pricing, cost trends, assume half of Q1FY21 as a lost quarter, capture fixed costs, factor gradual recovery and trim estimates/TPs and revisit ratings. Ritesh Shah, Cement – Analyst, I...