India’s Hot Sectors – Ports, Hotels, and IT Services

4th Mar 2021

At JainMatrix Investments, we want to think positive, and get back on Track, so here is what we’re reading:

  1. Hot Sectors – a) Ports – $82b being invested in ports (M’Control)
  2. Budget 2021 lays foundation for $5 trillion economy – M’Control – 04th Feb
  3. India pivots to top ESG nation through Budget – ET – 04th Feb
  4. Towards $5 T: What is holding India back? – FinExpress – 07th Jan
  5. India should follow agri – led industrial growth model – BT – 07th Jan
  6. NBFC sector rebounded in six months of FY21, says RBI – LiveMint – 29th Dec
  7. Power sector limping back to normal – ET – 29th Dec
  8. Digital is the way forward in a post-Covid world – LiveMint – 16th Dec
  9. Disinvestment will now gain momentum – ET – 16th Dec
  10. India may grow at 11% in 2022, says N Chandra – M’Control – 13th Dec
  11. Six early trends in financial sector – M’control – 09th Dec
  12. View: How tech makes it possible to solve corruption – ET – 09th Dec
  13. Indian economy back on track in Q2 – FinExpress – 20th Nov
  14. India’s health spend low, needs to be made priority – BS – 20th Nov
  15. GST collections at 8-month high – IndianExpress – 05th Nov
  16. Economy to reach pre-Covid growth by fiscal-end – BS – 05th Nov
  17. COVID in India on recovery – BS – 05th Nov
  18. India reopens its doors, restores most visas – ToI – 22nd Oct 
  19. E-tailing to become USD 200-bn by 2025: Report – ETNow – 22nd Oct 
  20. FM’s consumption boost to turbocharge e-comm – BS – 13th Oct 
  21. Low finance rates leading to increased home sales – ET – 13th Oct 
  22. Gig economy to lead 80% of blue-collar jobs – BS – 13th Oct 
  23. How robust is India’s recovery? – IndianExpress – 5th Oct 
  24. Covid may have peaked in September – ToI – 5th Oct 
  25. Digital payments: Pandemic does what demon couldn’t – ET – 01st Oct
  26. Healthcare Reforms – National Med. Commission started – (ET) – 25th Sept 
  27. Export show signs of a revival – (LiveMint) – 25th Sept 
  28. Economic recovery sustains momentum through first week of Sept – (ET) – 10th Sept 
  29. Rice, sugar push up Q1 farm exports by 23% – (ET) – 10th Sept 
  30. IPL set to kick-start consumption cycle – (LiveMint) – 30th July 
  31. Unlock 4: Metros to start, no lockdowns outside containment zones – (LiveMint) 30July 
  32. Mfg. policies of govt to help firms shift base to India: ICEA – (BS) – 26th Aug 
  33. RBI at end of rate cut cycle, govt must play role for revival: Economists – (BS) – 26th Aug 
  34. Railway earnings, Power generation: weekly indicators about economy – (BS) 18th Aug 
  35. Import embargo plan for 101 defense items to boost indigenisation(FE) 18th Aug 
  36. Must improve ease of business to be a mfg. hub: Industry captains– (ET) – 07th Aug 
  37. Here’s what Indians have been spending on during the pandemic – (ET) – 07th Aug 
  38. Redesign, rethink whole economy for success in post-Covid world – (ToI) – 05th Aug 
  39. Joblessness at pre-covid level as India unlocks more – (LiveMint) – 05th Aug
  40. Expect V-shaped recovery over next few months: Ridham Desai – (ET) – 30th July    
  41. A major change is shift in format: Panel on education – (ET) – 30th July 
  42. Hiring optimism grows as demand gathers pace – (LiveMint) – 20th July 
  43. IT may see surge in offshoring biz – (LiveMint) – 20th July
  44. The current wave of rail reforms is actually “historic” – (ET) – 17th July 
  45. Mapping India’s Post-Covid Capex Recovery – (BQ) – 17th July 
  46. View: Never a better time than now to build for India – (ET) – 13th July 
  47. India at the cusp of a huge explosion of demand: Panasonic CEO – (ET) – 13th July
  48. Record surge in sales of vacuum cleaners, dishwashers, DIY products – (ET) – 07th July 
  49. Labour shortage, factories go the extra mile to woo migrant workers – (ET) – 07th July 
  50. PMI, GST mop-up point to a pickup in economic activity – (LiveMint) – 02nd July 
  51. India Inc’s big bet on Bharat saving the day – (LiveMint) – 02nd July
  52. Green shoots in Bharat lead country’s economic revival – (LiveMint) – 30th June 
  53. Opinion | The onus is on us to conquer fear – (LiveMint) – 30th June 
  54. Not two years, 200 projects finished during lockdown: Railways – (ToI) – 29th June 
  55. Bankers in India are more productive working from home – (LiveMint) – 29th June 
  56. Global equity markets are likely to continue their up move – (BizStd) – 27th June
  57. Migration is reversing: Trains from UP, Bihar run full – (ToI) – 27th June 
  58. Indicators of economic recovery in India – (EcoTimes) – 24th June
  59. Get India fully back to business, says India Inc – (EcoTimes) – 24th June
  60. Post-crisis, increase integration with global economy – (EcoTimes) – 20th June
  61. Kharif planting rises 40% on strong monsoon start – (EcoTimes) – 20th June 
  62. Maruti Suzuki’s model can make India a global mobile mfg hub – (EcoTimes) – 18th June 
  63. Indian economy to recover very fast: HDFC Bank CEO – (EcoTimes) – 18th June 
  64. A COVID-19 workplace readiness tool for organisations – (IISC) – 17th June 
  65. It is time to be a little positive on financial space – (EcoTimes) – 17th June 
  66. Exports bounce back to last year’s levels in June – (EcoTimes) – 16th June 
  67. Unemployment rate declines sharply as India exits lockdown – (Livemint) – 16th June 
  68. Local trains, Mumbai’s lifeline, resumes services – (Livemint) – 15th June 
  69. Construction work restarts at over 100 projects in NCR – (EcoTimes) – 15th June 
  70. Govt urges use of bicycles, EVs to mitigate risks – (EcoTimes) – 13th June 
  71. Digital is the Key to Unlock this Disruption’ – (EcoTimes) – 13th June 
  72. ‘Put the money in Indian stocks, forget till 2025’ – (EcoTimes) – 12th June 
  73. Loans are getting cheaper, HDFC cuts lending rate – (EcoTimes) – 12th June
  74. View: Replacing China imports possible, even in EVs – (EcoTimes) – 11th June 
  75. ‘Time for Bold Investments, not conservative decisions’ – (Livemint) – 11th June 
  76. After steep falls, June exports show signs of improvement (EcoTimes) – 10th June 
  77. Partial lockdown lift gives work to 21 million; not salaried class (EcoTimes) – 10th June 
  78. Covid-19 is no plague or cancer; fear psychosis unnecessary (EcoTimes) – 09th June
  79. Import-intensive spending likely to feel the pinch – (EcoTimes) – 09th June 
  80. Getting growth back on track is non-negotiable: Uday Kotak (EcoTimes) – 08th June 
  81. Post Covid Opportunities – Global Work Force (Nasdaily) – 8th June
  82. Impetus To Realty Demand, But More Needs To Be Done (NDTV) – 06th June
  83. Collections improving, demand picking up in rural India (EcoTimes) – 06th June
  84. View: How to get Make-in-India to work this time (EcoTimes) – 05th June 
  85. Effects of Unlock 1.0 as new guidelines come into play – (IndianExpress) – 05th June 
  86. Cabinet approves amendment of Essential Commodities Act (Livemint) – 04th June 
  87. Goods movement pickup in May signals economic revival (Livemint) – 04th June 
  88. PM’s First Major Address On Economy After Unlock 1.0 (ndtv.com) – 03rd June 
  89. Five Indian states are leading in the recovery from lockdown – (EcoTimes) – 03rd June
  90. India’s 3-phase ‘Unlock’ Plan starts at last (ToI) – 1st June 
  91. Supply to improve post-unlock 1.0; demand pickup may be slower (Livemint) – 1st June 
  92. Over 1.65 lakh people traveled in 2,198 flights since Monday: Puri (Livemint) – 30th May 
  93. The global supply chain is being reconfigured, India can gain (EcoTimes) – 30th May
  94. Nearly 65,000 cured from COVID-19 in India, 42% recovery rate (Livemint) – 29th May 
  95. An India lockdown survey: The good, bad and the ugly (Eco Times) – 29th May 
  96. How is India doing against COVID19 in 3 graphs – 28th May
  97. Covid-19 proves the importance of telecom in India (Eco Times) – 28th May
  98. India runs on Rails: MORE TRAINS BASED ON DEMAND (Fin Expr.) – 27 May
  99. MY TAXI HAS VEHICLES WITH PPE KITS, CURTAINS (Eco Times) – 27th May
  100. COVID-19 Is Fast-Tracking Digital Transformation – 26th May 
  101. HOW DHARAVI IS TACKLING THE COVID INFECTION RATE – 26th May 
  102. AFTER 2 MONTHS, FLIGHTS ARE BACK – 25th May
  103. HOW INDIA INC. GOES BACK TO WORK, LEADERSPEAK (Eco Times) – 25th May
  104. A THIRD OF NSE MFG FIRMS BACK AT WORK (Eco Times) : 23rd May
  105. MAHINDRA FACTORY – COVID CARE READY – 23rd May
  106. 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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