07th Jan 2021

At JainMatrix Investments, we want to think positive, and get back on Track, so here are articles in this space:

1. Towards $5 T: What is holding India back? – FinExpress – 07th Jan
2. India should follow agri – led industrial growth model – BT – 07th Jan
3. NBFC sector rebounded in six months of FY21, says RBI – LiveMint – 29th Dec
4. Power sector limping back to normal – ET – 29th Dec
5. Digital is the way forward in a post-Covid world – LiveMint – 16th Dec
6. Disinvestment will now gain momentum – ET – 16th Dec
7. India may grow at 11% in 2022, says N Chandra – M’Control – 13th Dec
8. Six early trends in financial sector – M’control – 09th Dec
9. View: How tech makes it possible to solve corruption – ET – 09th Dec
10. Indian economy back on track in Q2 – FinExpress – 20th Nov
11. India’s health spend low, needs to be made priority – BS – 20th Nov
12. GST collections at 8-month high – IndianExpress – 05th Nov
13. Economy to reach pre-Covid growth by fiscal-end – BS – 05th Nov
14. COVID in India on recovery – BS – 05th Nov
15. India reopens its doors, restores most visas – ToI – 22nd Oct 
16. E-tailing to become USD 200-bn by 2025: Report – ETNow – 22nd Oct 
17. FM’s consumption boost to turbocharge e-comm – BS – 13th Oct 
18. Low finance rates leading to increased home sales – ET – 13th Oct 
19. Gig economy to lead 80% of blue-collar jobs – BS – 13th Oct 
20. How robust is India’s recovery? – IndianExpress – 5th Oct 
21. Covid may have peaked in September – ToI – 5th Oct 
22. Digital payments: Pandemic does what demon couldn’t – ET – 01st Oct
23. Healthcare Reforms – National Med. Commission started – (ET) – 25th Sept 
24. Export show signs of a revival – (LiveMint) – 25th Sept 
25. Economic recovery sustains momentum through first week of Sept – (ET) – 10th Sept 
26. Rice, sugar push up Q1 farm exports by 23% – (ET) – 10th Sept 
27. IPL set to kick-start consumption cycle – (LiveMint) – 30th July 
28. Unlock 4: Metros to start, no lockdowns outside containment zones – (LiveMint) 30July 
29. Mfg. policies of govt to help firms shift base to India: ICEA – (BS) – 26th Aug 
30. RBI at end of rate cut cycle, govt must play role for revival: Economists – (BS) – 26th Aug 
31. Railway earnings, Power generation: weekly indicators about economy – (BS) 18th Aug 
32. Import embargo plan for 101 defense items to boost indigenisation – (FE) 18th Aug 
33. Must improve ease of business to be a mfg. hub: Industry captains– (ET) – 07th Aug 
34. Here’s what Indians have been spending on during the pandemic – (ET) – 07th Aug 
35. Redesign, rethink whole economy for success in post-Covid world – (ToI) – 05th Aug 
36. Joblessness at pre-covid level as India unlocks more – (LiveMint) – 05th Aug
37. Expect V-shaped recovery over next few months: Ridham Desai – (ET) – 30th July    
38. A major change is shift in format: Panel on education – (ET) – 30th July 
39. Hiring optimism grows as demand gathers pace – (LiveMint) – 20th July 
40. IT may see surge in offshoring biz – (LiveMint) – 20th July
41. The current wave of rail reforms is actually “historic” – (ET) – 17th July 
42. Mapping India’s Post-Covid Capex Recovery – (BQ) – 17th July 
43. View: Never a better time than now to build for India – (ET) – 13th July 
44. India at the cusp of a huge explosion of demand: Panasonic CEO – (ET) – 13th July
45. Record surge in sales of vacuum cleaners, dishwashers, DIY products – (ET) – 07th July 
46. Labour shortage, factories go the extra mile to woo migrant workers – (ET) – 07th July 
47. PMI, GST mop-up point to a pickup in economic activity – (LiveMint) – 02nd July 
48. India Inc’s big bet on Bharat saving the day – (LiveMint) – 02nd July
49. Green shoots in Bharat lead country’s economic revival – (LiveMint) – 30th June 
50. Opinion | The onus is on us to conquer fear – (LiveMint) – 30th June 
51. Not two years, 200 projects finished during lockdown: Railways – (ToI) – 29th June 
52. Bankers in India are more productive working from home – (LiveMint) – 29th June 
53. Global equity markets are likely to continue their up move – (BizStd) – 27th June
54. Migration is reversing: Trains from UP, Bihar run full – (ToI) – 27th June 
55. Indicators of economic recovery in India – (EcoTimes) – 24th June
56. Get India fully back to business, says India Inc – (EcoTimes) – 24th June
57. Post-crisis, increase integration with global economy – (EcoTimes) – 20th June
58. Kharif planting rises 40% on strong monsoon start – (EcoTimes) – 20th June 
59. Maruti Suzuki’s model can make India a global mobile mfg hub – (EcoTimes) – 18th June 
60. Indian economy to recover very fast: HDFC Bank CEO – (EcoTimes) – 18th June 
61. A COVID-19 workplace readiness tool for organisations – (IISC) – 17th June 
62. It is time to be a little positive on financial space – (EcoTimes) – 17th June 
63. Exports bounce back to last year’s levels in June – (EcoTimes) – 16th June 
64. Unemployment rate declines sharply as India exits lockdown – (Livemint) – 16th June 
65. Local trains, Mumbai’s lifeline, resumes services – (Livemint) – 15th June 
66. Construction work restarts at over 100 projects in NCR – (EcoTimes) – 15th June 
67. Govt urges use of bicycles, EVs to mitigate risks – (EcoTimes) – 13th June 
68. ‘Digital is the Key to Unlock this Disruption’ – (EcoTimes) – 13th June 
69. ‘Put the money in Indian stocks, forget till 2025’ – (EcoTimes) – 12th June 
70. Loans are getting cheaper, HDFC cuts lending rate – (EcoTimes) – 12th June
71. View: Replacing China imports possible, even in EVs – (EcoTimes) – 11th June 
72. ‘Time for Bold Investments, not conservative decisions’ – (Livemint) – 11th June 
73. After steep falls, June exports show signs of improvement (EcoTimes) – 10th June 
74. Partial lockdown lift gives work to 21 million; not salaried class (EcoTimes) – 10th June 
75. Covid-19 is no plague or cancer; fear psychosis unnecessary (EcoTimes) – 09th June
76. Import-intensive spending likely to feel the pinch – (EcoTimes) – 09th June 
77. Getting growth back on track is non-negotiable: Uday Kotak (EcoTimes) – 08th June 
78. Post Covid Opportunities – Global Work Force (Nasdaily) – 8th June
79. Impetus To Realty Demand, But More Needs To Be Done (NDTV) – 06th June
80. Collections improving, demand picking up in rural India (EcoTimes) – 06th June
81. View: How to get Make-in-India to work this time (EcoTimes) – 05th June 
82. Effects of Unlock 1.0 as new guidelines come into play – (IndianExpress) – 05th June 
83. Cabinet approves amendment of Essential Commodities Act (Livemint) – 04th June 
84. Goods movement pickup in May signals economic revival (Livemint) – 04th June 
85. PM’s First Major Address On Economy After Unlock 1.0 (ndtv.com) – 03rd June 
86. Five Indian states are leading in the recovery from lockdown – (EcoTimes) – 03rd June
87. India’s 3-phase ‘Unlock’ Plan starts at last (ToI) – 1st June 
88. Supply to improve post-unlock 1.0; demand pickup may be slower (Livemint) – 1st June 
89. Over 1.65 lakh people traveled in 2,198 flights since Monday: Puri (Livemint) – 30th May 
90. The global supply chain is being reconfigured, India can gain (EcoTimes) – 30th May
91. Nearly 65,000 cured from COVID-19 in India, 42% recovery rate (Livemint) – 29th May 
92. An India lockdown survey: The good, bad and the ugly (Eco Times) – 29th May 
93. How is India doing against COVID19 in 3 graphs – 28th May
94. Covid-19 proves the importance of telecom in India (Eco Times) – 28th May
95. India runs on Rails: MORE TRAINS BASED ON DEMAND (Fin Expr.) – 27 May
96. MY TAXI HAS VEHICLES WITH PPE KITS, CURTAINS (Eco Times) – 27th May
97. COVID-19 Is Fast-Tracking Digital Transformation – 26th May 
98. HOW DHARAVI IS TACKLING THE COVID INFECTION RATE – 26th May 
99. AFTER 2 MONTHS, FLIGHTS ARE BACK – 25^th May
100. HOW INDIA INC. GOES BACK TO WORK, LEADERSPEAK (Eco Times) – 25^th May
101. A THIRD OF NSE MFG FIRMS BACK AT WORK (Eco Times) : 23^rd May
102. MAHINDRA FACTORY – COVID CARE READY – 23^rd May
103. 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.