Indian economy back on track in Q2; India’s health spend low, needs to be made priority

20th Nov 2020

At JainMatrix Investments, we want to think positive, and we need to get back on Track, so we share articles and track stories in this space:

  1. Indian economy back on track in Q2 – FinExpress – 20th Nov
  2. India’s health spend low, needs to be made priority – BS – 20th Nov
  3. GST collections at 8-month high – IndianExpress – 05th Nov
  4. Economy to reach pre-Covid growth by fiscal-end – BS – 05th Nov
  5. COVID in India on recovery – BS – 05th Nov
  6. India reopens its doors, restores most visas – ToI – 22nd Oct 
  7. E-tailing to become USD 200-bn by 2025: Report – ETNow – 22nd Oct 
  8. FM’s consumption boost to turbocharge e-comm – BS – 13th Oct 
  9. Low finance rates leading to increased home sales – ET – 13th Oct 
  10. Gig economy to lead 80% of blue-collar jobs – BS – 13th Oct 
  11. How robust is India’s recovery? – IndianExpress – 5th Oct 
  12. Covid may have peaked in September – ToI – 5th Oct 
  13. Digital payments: Pandemic does what demon couldn’t – ET – 01st Oct
  14. Healthcare Reforms – National Med. Commission started – (ET) – 25th Sept 
  15. Export show signs of a revival – (LiveMint) – 25th Sept 
  16. Economic recovery sustains momentum through first week of Sept – (ET) – 10th Sept 
  17. Rice, sugar push up Q1 farm exports by 23% – (ET) – 10th Sept 
  18. IPL set to kick-start consumption cycle – (LiveMint) – 30th July 
  19. Unlock 4: Metros to start, no lockdowns outside containment zones – (LiveMint) 30July 
  20. Mfg. policies of govt to help firms shift base to India: ICEA – (BS) – 26th Aug 
  21. RBI at end of rate cut cycle, govt must play role for revival: Economists – (BS) – 26th Aug 
  22. Railway earnings, Power generation: weekly indicators about economy – (BS) 18th Aug 
  23. Import embargo plan for 101 defense items to boost indigenisation(FE) 18th Aug 
  24. Must improve ease of business to be a mfg. hub: Industry captains– (ET) – 07th Aug 
  25. Here’s what Indians have been spending on during the pandemic – (ET) – 07th Aug 
  26. Redesign, rethink whole economy for success in post-Covid world – (ToI) – 05th Aug 
  27. Joblessness at pre-covid level as India unlocks more – (LiveMint) – 05th Aug
  28. Expect V-shaped recovery over next few months: Ridham Desai – (ET) – 30th July    
  29. A major change is shift in format: Panel on education – (ET) – 30th July 
  30. Hiring optimism grows as demand gathers pace – (LiveMint) – 20th July 
  31. IT may see surge in offshoring biz – (LiveMint) – 20th July
  32. The current wave of rail reforms is actually “historic” – (ET) – 17th July 
  33. Mapping India’s Post-Covid Capex Recovery – (BQ) – 17th July 
  34. View: Never a better time than now to build for India – (ET) – 13th July 
  35. India at the cusp of a huge explosion of demand: Panasonic CEO – (ET) – 13th July
  36. Record surge in sales of vacuum cleaners, dishwashers, DIY products – (ET) – 07th July 
  37. Labour shortage, factories go the extra mile to woo migrant workers – (ET) – 07th July 
  38. PMI, GST mop-up point to a pickup in economic activity – (LiveMint) – 02nd July 
  39. India Inc’s big bet on Bharat saving the day – (LiveMint) – 02nd July
  40. Green shoots in Bharat lead country’s economic revival – (LiveMint) – 30th June 
  41. Opinion | The onus is on us to conquer fear – (LiveMint) – 30th June 
  42. Not two years, 200 projects finished during lockdown: Railways – (ToI) – 29th June 
  43. Bankers in India are more productive working from home – (LiveMint) – 29th June 
  44. Global equity markets are likely to continue their up move – (BizStd) – 27th June
  45. Migration is reversing: Trains from UP, Bihar run full – (ToI) – 27th June 
  46. Indicators of economic recovery in India – (EcoTimes) – 24th June
  47. Get India fully back to business, says India Inc – (EcoTimes) – 24th June
  48. Post-crisis, increase integration with global economy – (EcoTimes) – 20th June
  49. Kharif planting rises 40% on strong monsoon start – (EcoTimes) – 20th June 
  50. Maruti Suzuki’s model can make India a global mobile mfg hub – (EcoTimes) – 18th June 
  51. Indian economy to recover very fast: HDFC Bank CEO – (EcoTimes) – 18th June 
  52. A COVID-19 workplace readiness tool for organisations – (IISC) – 17th June 
  53. It is time to be a little positive on financial space – (EcoTimes) – 17th June 
  54. Exports bounce back to last year’s levels in June – (EcoTimes) – 16th June 
  55. Unemployment rate declines sharply as India exits lockdown – (Livemint) – 16th June 
  56. Local trains, Mumbai’s lifeline, resumes services – (Livemint) – 15th June 
  57. Construction work restarts at over 100 projects in NCR – (EcoTimes) – 15th June 
  58. Govt urges use of bicycles, EVs to mitigate risks – (EcoTimes) – 13th June 
  59. Digital is the Key to Unlock this Disruption’ – (EcoTimes) – 13th June 
  60. ‘Put the money in Indian stocks, forget till 2025’ – (EcoTimes) – 12th June 
  61. Loans are getting cheaper, HDFC cuts lending rate – (EcoTimes) – 12th June
  62. View: Replacing China imports possible, even in EVs – (EcoTimes) – 11th June 
  63. ‘Time for Bold Investments, not conservative decisions’ – (Livemint) – 11th June 
  64. After steep falls, June exports show signs of improvement (EcoTimes) – 10th June 
  65. Partial lockdown lift gives work to 21 million; not salaried class (EcoTimes) – 10th June 
  66. Covid-19 is no plague or cancer; fear psychosis unnecessary (EcoTimes) – 09th June
  67. Import-intensive spending likely to feel the pinch – (EcoTimes) – 09th June 
  68. Getting growth back on track is non-negotiable: Uday Kotak (EcoTimes) – 08th June 
  69. Post Covid Opportunities – Global Work Force (Nasdaily) – 8th June
  70. Impetus To Realty Demand, But More Needs To Be Done (NDTV) – 06th June
  71. Collections improving, demand picking up in rural India (EcoTimes) – 06th June
  72. View: How to get Make-in-India to work this time (EcoTimes) – 05th June 
  73. Effects of Unlock 1.0 as new guidelines come into play – (IndianExpress) – 05th June 
  74. Cabinet approves amendment of Essential Commodities Act (Livemint) – 04th June 
  75. Goods movement pickup in May signals economic revival (Livemint) – 04th June 
  76. PM’s First Major Address On Economy After Unlock 1.0 (ndtv.com) – 03rd June 
  77. Five Indian states are leading in the recovery from lockdown – (EcoTimes) – 03rd June
  78. India’s 3-phase ‘Unlock’ Plan starts at last (ToI) – 1st June 
  79. Supply to improve post-unlock 1.0; demand pickup may be slower (Livemint) – 1st June 
  80. Over 1.65 lakh people traveled in 2,198 flights since Monday: Puri (Livemint) – 30th May 
  81. The global supply chain is being reconfigured, India can gain (EcoTimes) – 30th May
  82. Nearly 65,000 cured from COVID-19 in India, 42% recovery rate (Livemint) – 29th May 
  83. An India lockdown survey: The good, bad and the ugly (Eco Times) – 29th May 
  84. How is India doing against COVID19 in 3 graphs – 28th May
  85. Covid-19 proves the importance of telecom in India (Eco Times) – 28th May
  86. India runs on Rails: MORE TRAINS BASED ON DEMAND (Fin Expr.) – 27 May
  87. MY TAXI HAS VEHICLES WITH PPE KITS, CURTAINS (Eco Times) – 27th May
  88. COVID-19 Is Fast-Tracking Digital Transformation – 26th May 
  89. HOW DHARAVI IS TACKLING THE COVID INFECTION RATE – 26th May 
  90. AFTER 2 MONTHS, FLIGHTS ARE BACK – 25th May
  91. HOW INDIA INC. GOES BACK TO WORK, LEADERSPEAK (Eco Times) – 25th May
  92. A THIRD OF NSE MFG FIRMS BACK AT WORK (Eco Times) : 23rd May
  93. MAHINDRA FACTORY – COVID CARE READY – 23rd May
  94. We actually wrote about the need for a lockdown in Mar 2020 – CALL IN THE INDIAN ARMY TO HANDLE THIS EMERGENCY – 20th March

We have been tracking this infection since March when it came to India and we had to declare the lockdown. Today, 6 months on, we are at a different phase in the economy. We have to understand that this virus will not go away, it is we who have to adjust to it. Even as we maintain social distancing, and wear masks, and wash hands regularly, the important thing now is to dive back into business and achieve some semblance of normalcy.

Regards,

Punit Jain

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. Punit Jain and JM has no ownership or known financial interests in any company mentioned in this note. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

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