India’s PLI scheme status; S&P assesses Indian banking as “strong recovery”; India’s housing sales hit record high despite challenges

03rd July 2023

JainMatrix Investments wants you to think positive, and get back on Track, so read this:

  1. India’s PLI scheme is up for review: What’s the status – ET – 03rd July
  2. S&P assesses Indian banking sector as “strong recovery” – ET – 03rd July
  3. India’s housing sales hit record high despite many challenges – ET – 03rd July
  4. Milestone: IndiGo places order for 500 Airbus aircraft – ET – 22th June
  5. Bank NPAs drop to 1%, lowest in 15 years – ToI – 22th June
  6. India’s retail inflation eases to more than 2-year low of 4.25% in May – ET – 22th June
  7. India’s foreign trade set to cross US$ 1.6 trillion – ET – 05th Apr
  8. India’s power output grows at fastest pace – ET – 05th Apr
  9. Real estate sector on the fast lane – ET – 09th Dec
  10. November sees highest sales in the history of auto industry – ET – 09th Dec
  11. Shift from roads to rail picks up pace, thanks to DFC – ET – 30th Nov
  12. Half a trillion-dollar FII inflows may be heading India’s way – ET – 30th Nov
  13. White collar hiring stabilises and shows uptick : Monster – ET – 01st Sep
  14. Indian mfg growth trends higher as input cost inflation eases – ET – 01st Sep
  15. Germany makes renewable energy cheaper for houses & businesses – OD 16th May
  16. US inflation might have dipped last month from 40 yr high – ET – 16th May
  17. India showed fastest recovery in occupancy in APAC: Hilton exec – ET – 16th May
  18. How Karnataka insulated itself from a power crisis – DH – 18th Apr
  19. India will consume semiconductors of $80 bn: MoS IT – ET – 18th Apr
  20. Carmakers to up production as semiconductor shortage eases – BS – 18th Feb
  21. IT’s gathering momentum and Digital innovation – Hindu BL – 18th Feb
  22. Key sectors look to add capacity, fuel hopes for a recovery – TOI – 13th Jan
  23. India on its way to achieve population stabilisation – ET – 13th Jan
  24. Retail inflation rises to 5.59% in Dec as against 4.91% – TOI – 13th Jan
  25. Exporters across sectors are flushed with orders: FIEO – ET – 04th Jan 2022
  26. Maruti stock can gain with new launches and easing costs – ET – 04th Jan 2022
  27. Vax drive, tax mopup, India Inc profits show economy on track – ET – 24th Dec
  28. India can generate $813 b from agri, food sector by 2030 – ET – 24th Dec
  29. High frequency indicators look upbeat, say RBI – ET – 17th Dec
  30. World shares turn positive after Fed tapering announcement – Reuters – 17th Dec
  31. Indian economy has signs of recovery in 19/22 eco indicators – ET – 07th Dec
  32. India rising, get ready for a long equity rally – ET – 06th Nov (thanks Prajnya Rao)
  33. Roadblocks ahead as Indian IT moves into high gear – ET – 06th Nov
  34. Moody’s changes India rating outlook to stable from negative – MC – 06th Oct
  35. Not China, India will be my first bet outside the US: John Chambers – ET – 06th Oct
  36. India looks a better investment bet than China – FT Money article – 06th Oct
  37. Auto sector gets ₹25,938-crore PLI scheme – key takeaways – MC – 20th Sept
  38. Expect upside in housing sector: Keki Mistry – ET – 20th Sept
  39. Exports hit record high of $35 bn in July – BS – 27th Aug
  40. R​​enewable energy can stand on its own – ET – 27th Aug
  41. Repeal of retro tax to boost trust between industry, govt – MC – 12th Aug
  42. India can have 500-600 large tech companies in 3-5 years – MC – 12th Aug
  43. Govt set for high FY22 tax collection; Q1 is INR 5.6 lakh cr: Icra – ET – 28th July
  44. India among least prepared for automation in APAC, says survey – ET – 28th July
  45. Scientists find green option to plastic – TOI – 21st July
  46. Maruti crosses 50L cumulative sales in rural markets – TOI – 21st July
  47. Indian IT industry to post 11% revenue recovery in FY22 – ET – 07th July
  48. These states to witness good rains in July – Mint – 07th July
  49. Morgan Stanley says a bull run is only getting started, here’s why – MC – 27th June
  50. Health, credit, jobs: FM announces 8 measures – BS – 27th June
  51. Indian Railways approves 660 more trains – HT – 19th June
  52. India’s Covid Vaccination Rate Jumps 60% In June – MC – 19th June
  53. India offers huge potential for digital banks: Report – IndExp – 10th June
  54. 74% employees keen on remote work: Microsoft Index – Mint – 10th June
  55. Unlock status, rules and guidelines – Mint – 10th June
  56. Despite covid woes, profits of Indian firms hit a six-year high – Mint – 24th May
  57. India will be on faster growth path fuelled by infra – TOI – 24th May
  58. How the coming population bust will transform the world – ET – 24th May
  59. Overall coronavirus situation stabilizing in India: Govt – M’Control – 17th May
  60. Exports rise 80% to $7b during May 1-7 – Fin.Express – 17th May
  61. Crude oil and commodities rally as global recovery gains pace – FXstreet – 05th May
  62. Steel sector does well – Indian Express – 05th May
  63. RBI announces loan relief, Rs 50K cr liquidity to tide over Covid – BusinessStd – 05th May
  64. Tata gets nod to acquire BigBasket – (M’Control) – 03rd May
  65. Hot Sectors – a) Ports – $82b being invested in ports (M’Control)
  66. Budget 2021 lays foundation for $5 trillion economy – M’Control – 04th Feb
  67. India pivots to top ESG nation through Budget – ET – 04th Feb
  68. Towards $5 T: What is holding India back? – FinExpress – 07th Jan
  69. India should follow agri – led industrial growth model – BT – 07th Jan
  70. NBFC sector rebounded in six months of FY21, says RBI – LiveMint – 29th Dec
  71. Power sector limping back to normal – ET – 29th Dec
  72. Digital is the way forward in a post-Covid world – LiveMint – 16th Dec
  73. Disinvestment will now gain momentum – ET – 16th Dec
  74. India may grow at 11% in 2022, says N Chandra – M’Control – 13th Dec
  75. Six early trends in financial sector – M’control – 09th Dec
  76. View: How tech makes it possible to solve corruption – ET – 09th Dec
  77. Indian economy back on track in Q2 – FinExpress – 20th Nov
  78. India’s health spend low, needs to be made priority – BS – 20th Nov
  79. GST collections at 8-month high – IndianExpress – 05th Nov
  80. Economy to reach pre-Covid growth by fiscal-end – BS – 05th Nov
  81. COVID in India on recovery – BS – 05th Nov
  82. India reopens its doors, restores most visas – ToI – 22nd Oct 
  83. E-tailing to become USD 200-bn by 2025: Report – ETNow – 22nd Oct 
  84. FM’s consumption boost to turbocharge e-comm – BS – 13th Oct 
  85. Low finance rates leading to increased home sales – ET – 13th Oct 
  86. Gig economy to lead 80% of blue-collar jobs – BS – 13th Oct 
  87. How robust is India’s recovery? – IndianExpress – 5th Oct 
  88. Covid may have peaked in September – ToI – 5th Oct 
  89. Digital payments: Pandemic does what demon couldn’t – ET – 01st Oct
  90. Healthcare Reforms – National Med. Commission started – (ET) – 25th Sept 
  91. Export show signs of a revival – (LiveMint) – 25th Sept 
  92. Economic recovery sustains momentum through first week of Sept – (ET) – 10th Sept 
  93. Rice, sugar push up Q1 farm exports by 23% – (ET) – 10th Sept 
  94. IPL set to kick-start consumption cycle – (LiveMint) – 30th July 
  95. Unlock 4: Metros to start, no lockdowns outside containment zones – (LiveMint) 30July 
  96. Mfg. policies of govt to help firms shift base to India: ICEA – (BS) – 26th Aug 
  97. RBI at end of rate cut cycle, govt must play role for revival: Economists – (BS) – 26th Aug 
  98. Railway earnings, Power generation: weekly indicators about economy – (BS) 18th Aug 
  99. Import embargo plan for 101 defense items to boost indigenisation – (FE) 18th Aug 
  100. Must improve ease of business to be a mfg. hub: Industry captains– (ET) – 07th Aug 
  101. Here’s what Indians have been spending on during the pandemic – (ET) – 07th Aug 
  102. Redesign, rethink whole economy for success in post-Covid world – (ToI) – 05th Aug 
  103. Joblessness at pre-covid level as India unlocks more – (LiveMint) – 05th Aug
  104. Expect V-shaped recovery over next few months: Ridham Desai – (ET) – 30th July    
  105. A major change is shift in format: Panel on education – (ET) – 30th July 
  106. Hiring optimism grows as demand gathers pace – (LiveMint) – 20th July 
  107. IT may see surge in offshoring biz – (LiveMint) – 20th July
  108. The current wave of rail reforms is actually “historic” – (ET) – 17th July 
  109. Mapping India’s Post-Covid Capex Recovery – (BQ) – 17th July 
  110. View: Never a better time than now to build for India – (ET) – 13th July 
  111. India at the cusp of a huge explosion of demand: Panasonic CEO – (ET) – 13th July
  112. Record surge in sales of vacuum cleaners, dishwashers, DIY products – (ET) – 07th July 
  113. Labour shortage, factories go the extra mile to woo migrant workers – (ET) – 07th July 
  114. PMI, GST mop-up point to a pickup in economic activity – (LiveMint) – 02nd July 
  115. India Inc’s big bet on Bharat saving the day – (LiveMint) – 02nd July
  116. Green shoots in Bharat lead country’s economic revival – (LiveMint) – 30th June 
  117. Opinion | The onus is on us to conquer fear – (LiveMint) – 30th June 
  118. Not two years, 200 projects finished during lockdown: Railways – (ToI) – 29th June 
  119. Bankers in India are more productive working from home – (LiveMint) – 29th June 
  120. Global equity markets are likely to continue their up move – (BizStd) – 27th June
  121. Migration is reversing: Trains from UP, Bihar run full – (ToI) – 27th June 
  122. Indicators of economic recovery in India – (EcoTimes) – 24th June
  123. Get India fully back to business, says India Inc – (EcoTimes) – 24th June
  124. Post-crisis, increase integration with global economy – (EcoTimes) – 20th June
  125. Kharif planting rises 40% on strong monsoon start – (EcoTimes) – 20th June 
  126. Maruti Suzuki’s model can make India a global mobile mfg hub – (EcoTimes) – 18th June 
  127. Indian economy to recover very fast: HDFC Bank CEO – (EcoTimes) – 18th June 
  128. A COVID-19 workplace readiness tool for organisations – (IISC) – 17th June 
  129. It is time to be a little positive on financial space – (EcoTimes) – 17th June 
  130. Exports bounce back to last year’s levels in June – (EcoTimes) – 16th June 
  131. Unemployment rate declines sharply as India exits lockdown – (Livemint) – 16th June 
  132. Local trains, Mumbai’s lifeline, resumes services – (Livemint) – 15th June 
  133. Construction work restarts at over 100 projects in NCR – (EcoTimes) – 15th June 
  134. Govt urges use of bicycles, EVs to mitigate risks – (EcoTimes) – 13th June 
  135. ‘Digital is the Key to Unlock this Disruption’ – (EcoTimes) – 13th June 
  136. ‘Put the money in Indian stocks, forget till 2025’ – (EcoTimes) – 12th June 
  137. Loans are getting cheaper, HDFC cuts lending rate – (EcoTimes) – 12th June
  138. View: Replacing China imports possible, even in EVs – (EcoTimes) – 11th June 
  139. ‘Time for Bold Investments, not conservative decisions’ – (Livemint) – 11th June 
  140. After steep falls, June exports show signs of improvement (EcoTimes) – 10th June 
  141. Partial lockdown lift gives work to 21 million; not salaried class (EcoTimes) – 10th June 
  142. Covid-19 is no plague or cancer; fear psychosis unnecessary (EcoTimes) – 09th June
  143. Import-intensive spending likely to feel the pinch – (EcoTimes) – 09th June 
  144. Getting growth back on track is non-negotiable: Uday Kotak (EcoTimes) – 08th June 
  145. Post Covid Opportunities – Global Work Force (Nasdaily) – 8th June
  146. Impetus To Realty Demand, But More Needs To Be Done (NDTV) – 06th June
  147. Collections improving, demand picking up in rural India (EcoTimes) – 06th June
  148. View: How to get Make-in-India to work this time (EcoTimes) – 05th June 
  149. Effects of Unlock 1.0 as new guidelines come into play – (IndianExpress) – 05th June 
  150. Cabinet approves amendment of Essential Commodities Act (Livemint) – 04th June 
  151. Goods movement pickup in May signals economic revival (Livemint) – 04th June 
  152. PM’s First Major Address On Economy After Unlock 1.0 (ndtv.com) – 03rd June 
  153. Five Indian states are leading in the recovery from lockdown – (EcoTimes) – 03rd June
  154. India’s 3-phase ‘Unlock’ Plan starts at last (ToI) – 1st June 
  155. Supply to improve post-unlock 1.0; demand pickup may be slower (Livemint) – 1st June 
  156. Over 1.65 lakh people traveled in 2,198 flights since Monday: Puri (Livemint) – 30th May 
  157. The global supply chain is being reconfigured, India can gain (EcoTimes) – 30th May
  158. Nearly 65,000 cured from COVID-19 in India, 42% recovery rate (Livemint) – 29th May 
  159. An India lockdown survey: The good, bad and the ugly (Eco Times) – 29th May 
  160. How is India doing against COVID19 in 3 graphs – 28th May
  161. Covid-19 proves the importance of telecom in India (Eco Times) – 28th May
  162. India runs on Rails: MORE TRAINS BASED ON DEMAND (Fin Expr.) – 27 May
  163. MY TAXI HAS VEHICLES WITH PPE KITS, CURTAINS (Eco Times) – 27th May
  164. COVID-19 Is Fast-Tracking Digital Transformation – 26th May 
  165. HOW DHARAVI IS TACKLING THE COVID INFECTION RATE – 26th May 
  166. AFTER 2 MONTHS, FLIGHTS ARE BACK – 25th May
  167. HOW INDIA INC. GOES BACK TO WORK, LEADERSPEAK (Eco Times) – 25th May
  168. A THIRD OF NSE MFG FIRMS BACK AT WORK (Eco Times) : 23rd May
  169. MAHINDRA FACTORY – COVID CARE READY – 23rd May
  170. We actually wrote about the need for a lockdown in Mar 2020 – CALL IN THE INDIAN ARMY TO HANDLE THIS EMERGENCY – 20th March
  1. Exporters across sectors are flushed with orders: FIEO – ET – 04th Jan 2022
  2. Maruti stock can gain with new launches and easing costs – ET – 04th Jan 2022
  3. Vax drive, tax mopup, India Inc profits show economy on track – ET – 24th Dec
  4. India can generate $813 b from agri, food sector by 2030 – ET – 24th Dec
  5. High frequency indicators look upbeat, say RBI – ET – 17th Dec
  6. World shares turn positive after Fed tapering announcement – Reuters – 17th Dec
  7. Indian economy has signs of recovery in 19/22 eco indicators – ET – 07th Dec
  8. India rising, get ready for a long equity rally – ET – 06th Nov (thanks Prajnya Rao)
  9. Roadblocks ahead as Indian IT moves into high gear – ET – 06th Nov
  10. Moody’s changes India rating outlook to stable from negative – MC – 06th Oct
  11. Not China, India will be my first bet outside the US: John Chambers – ET – 06th Oct
  12. India looks a better investment bet than China – FT Money article – 06th Oct
  13. Auto sector gets ₹25,938-crore PLI scheme – key takeaways – MC – 20th Sept
  14. Expect upside in housing sector: Keki Mistry – ET – 20th Sept
  15. Exports hit record high of $35 bn in July – BS – 27th Aug
  16. R​​enewable energy can stand on its own – ET – 27th Aug
  17. Repeal of retro tax to boost trust between industry, govt – MC – 12th Aug
  18. India can have 500-600 large tech companies in 3-5 years – MC – 12th Aug
  19. Govt set for high FY22 tax collection; Q1 is INR 5.6 lakh cr: Icra – ET – 28th July
  20. India among least prepared for automation in APAC, says survey – ET – 28th July
  21. Scientists find green option to plastic – TOI – 21st July
  22. Maruti crosses 50L cumulative sales in rural markets – TOI – 21st July
  23. Indian IT industry to post 11% revenue recovery in FY22 – ET – 07th July
  24. These states to witness good rains in July – Mint – 07th July
  25. Morgan Stanley says a bull run is only getting started, here’s why – MC – 27th June
  26. Health, credit, jobs: FM announces 8 measures – BS – 27th June
  27. Indian Railways approves 660 more trains – HT – 19th June
  28. India’s Covid Vaccination Rate Jumps 60% In June – MC – 19th June
  29. India offers huge potential for digital banks: Report – IndExp – 10th June
  30. 74% employees keen on remote work: Microsoft Index – Mint – 10th June
  31. Unlock status, rules and guidelines – Mint – 10th June
  32. Despite covid woes, profits of Indian firms hit a six-year high – Mint – 24th May
  33. India will be on faster growth path fuelled by infra – TOI – 24th May
  34. How the coming population bust will transform the world – ET – 24th May
  35. Overall coronavirus situation stabilizing in India: Govt – M’Control – 17th May
  36. Exports rise 80% to $7b during May 1-7 – Fin.Express – 17th May
  37. Crude oil and commodities rally as global recovery gains pace – FXstreet – 05th May
  38. Steel sector does well – Indian Express – 05th May
  39. RBI announces loan relief, Rs 50K cr liquidity to tide over Covid – BusinessStd – 05th May
  40. Tata gets nod to acquire BigBasket – (M’Control) – 03rd May
  41. Hot Sectors – a) Ports – $82b being invested in ports (M’Control)
  42. Budget 2021 lays foundation for $5 trillion economy – M’Control – 04th Feb
  43. India pivots to top ESG nation through Budget – ET – 04th Feb
  44. Towards $5 T: What is holding India back? – FinExpress – 07th Jan
  45. India should follow agri – led industrial growth model – BT – 07th Jan
  46. NBFC sector rebounded in six months of FY21, says RBI – LiveMint – 29th Dec
  47. Power sector limping back to normal – ET – 29th Dec
  48. Digital is the way forward in a post-Covid world – LiveMint – 16th Dec
  49. Disinvestment will now gain momentum – ET – 16th Dec
  50. India may grow at 11% in 2022, says N Chandra – M’Control – 13th Dec
  51. Six early trends in financial sector – M’control – 09th Dec
  52. View: How tech makes it possible to solve corruption – ET – 09th Dec
  53. Indian economy back on track in Q2 – FinExpress – 20th Nov
  54. India’s health spend low, needs to be made priority – BS – 20th Nov
  55. GST collections at 8-month high – IndianExpress – 05th Nov
  56. Economy to reach pre-Covid growth by fiscal-end – BS – 05th Nov
  57. COVID in India on recovery – BS – 05th Nov
  58. India reopens its doors, restores most visas – ToI – 22nd Oct 
  59. E-tailing to become USD 200-bn by 2025: Report – ETNow – 22nd Oct 
  60. FM’s consumption boost to turbocharge e-comm – BS – 13th Oct 
  61. Low finance rates leading to increased home sales – ET – 13th Oct 
  62. Gig economy to lead 80% of blue-collar jobs – BS – 13th Oct 
  63. How robust is India’s recovery? – IndianExpress – 5th Oct 
  64. Covid may have peaked in September – ToI – 5th Oct 
  65. Digital payments: Pandemic does what demon couldn’t – ET – 01st Oct
  66. Healthcare Reforms – National Med. Commission started – (ET) – 25th Sept 
  67. Export show signs of a revival – (LiveMint) – 25th Sept 
  68. Economic recovery sustains momentum through first week of Sept – (ET) – 10th Sept 
  69. Rice, sugar push up Q1 farm exports by 23% – (ET) – 10th Sept 
  70. IPL set to kick-start consumption cycle – (LiveMint) – 30th July 
  71. Unlock 4: Metros to start, no lockdowns outside containment zones – (LiveMint) 30July 
  72. Mfg. policies of govt to help firms shift base to India: ICEA – (BS) – 26th Aug 
  73. RBI at end of rate cut cycle, govt must play role for revival: Economists – (BS) – 26th Aug 
  74. Railway earnings, Power generation: weekly indicators about economy – (BS) 18th Aug 
  75. Import embargo plan for 101 defense items to boost indigenisation – (FE) 18th Aug 
  76. Must improve ease of business to be a mfg. hub: Industry captains– (ET) – 07th Aug 
  77. Here’s what Indians have been spending on during the pandemic – (ET) – 07th Aug 
  78. Redesign, rethink whole economy for success in post-Covid world – (ToI) – 05th Aug 
  79. Joblessness at pre-covid level as India unlocks more – (LiveMint) – 05th Aug
  80. Expect V-shaped recovery over next few months: Ridham Desai – (ET) – 30th July    
  81. A major change is shift in format: Panel on education – (ET) – 30th July 
  82. Hiring optimism grows as demand gathers pace – (LiveMint) – 20th July 
  83. IT may see surge in offshoring biz – (LiveMint) – 20th July
  84. The current wave of rail reforms is actually “historic” – (ET) – 17th July 
  85. Mapping India’s Post-Covid Capex Recovery – (BQ) – 17th July 
  86. View: Never a better time than now to build for India – (ET) – 13th July 
  87. India at the cusp of a huge explosion of demand: Panasonic CEO – (ET) – 13th July
  88. Record surge in sales of vacuum cleaners, dishwashers, DIY products – (ET) – 07th July 
  89. Labour shortage, factories go the extra mile to woo migrant workers – (ET) – 07th July 
  90. PMI, GST mop-up point to a pickup in economic activity – (LiveMint) – 02nd July 
  91. India Inc’s big bet on Bharat saving the day – (LiveMint) – 02nd July
  92. Green shoots in Bharat lead country’s economic revival – (LiveMint) – 30th June 
  93. Opinion | The onus is on us to conquer fear – (LiveMint) – 30th June 
  94. Not two years, 200 projects finished during lockdown: Railways – (ToI) – 29th June 
  95. Bankers in India are more productive working from home – (LiveMint) – 29th June 
  96. Global equity markets are likely to continue their up move – (BizStd) – 27th June
  97. Migration is reversing: Trains from UP, Bihar run full – (ToI) – 27th June 
  98. Indicators of economic recovery in India – (EcoTimes) – 24th June
  99. Get India fully back to business, says India Inc – (EcoTimes) – 24th June
  100. Post-crisis, increase integration with global economy – (EcoTimes) – 20th June
  101. Kharif planting rises 40% on strong monsoon start – (EcoTimes) – 20th June 
  102. Maruti Suzuki’s model can make India a global mobile mfg hub – (EcoTimes) – 18th June 
  103. Indian economy to recover very fast: HDFC Bank CEO – (EcoTimes) – 18th June 
  104. A COVID-19 workplace readiness tool for organisations – (IISC) – 17th June 
  105. It is time to be a little positive on financial space – (EcoTimes) – 17th June 
  106. Exports bounce back to last year’s levels in June – (EcoTimes) – 16th June 
  107. Unemployment rate declines sharply as India exits lockdown – (Livemint) – 16th June 
  108. Local trains, Mumbai’s lifeline, resumes services – (Livemint) – 15th June 
  109. Construction work restarts at over 100 projects in NCR – (EcoTimes) – 15th June 
  110. Govt urges use of bicycles, EVs to mitigate risks – (EcoTimes) – 13th June 
  111. ‘Digital is the Key to Unlock this Disruption’ – (EcoTimes) – 13th June 
  112. ‘Put the money in Indian stocks, forget till 2025’ – (EcoTimes) – 12th June 
  113. Loans are getting cheaper, HDFC cuts lending rate – (EcoTimes) – 12th June
  114. View: Replacing China imports possible, even in EVs – (EcoTimes) – 11th June 
  115. ‘Time for Bold Investments, not conservative decisions’ – (Livemint) – 11th June 
  116. After steep falls, June exports show signs of improvement (EcoTimes) – 10th June 
  117. Partial lockdown lift gives work to 21 million; not salaried class (EcoTimes) – 10th June 
  118. Covid-19 is no plague or cancer; fear psychosis unnecessary (EcoTimes) – 09th June
  119. Import-intensive spending likely to feel the pinch – (EcoTimes) – 09th June 
  120. Getting growth back on track is non-negotiable: Uday Kotak (EcoTimes) – 08th June 
  121. Post Covid Opportunities – Global Work Force (Nasdaily) – 8th June
  122. Impetus To Realty Demand, But More Needs To Be Done (NDTV) – 06th June
  123. Collections improving, demand picking up in rural India (EcoTimes) – 06th June
  124. View: How to get Make-in-India to work this time (EcoTimes) – 05th June 
  125. Effects of Unlock 1.0 as new guidelines come into play – (IndianExpress) – 05th June 
  126. Cabinet approves amendment of Essential Commodities Act (Livemint) – 04th June 
  127. Goods movement pickup in May signals economic revival (Livemint) – 04th June 
  128. PM’s First Major Address On Economy After Unlock 1.0 (ndtv.com) – 03rd June 
  129. Five Indian states are leading in the recovery from lockdown – (EcoTimes) – 03rd June
  130. India’s 3-phase ‘Unlock’ Plan starts at last (ToI) – 1st June 
  131. Supply to improve post-unlock 1.0; demand pickup may be slower (Livemint) – 1st June 
  132. Over 1.65 lakh people traveled in 2,198 flights since Monday: Puri (Livemint) – 30th May 
  133. The global supply chain is being reconfigured, India can gain (EcoTimes) – 30th May
  134. Nearly 65,000 cured from COVID-19 in India, 42% recovery rate (Livemint) – 29th May 
  135. An India lockdown survey: The good, bad and the ugly (Eco Times) – 29th May 
  136. How is India doing against COVID19 in 3 graphs – 28th May
  137. Covid-19 proves the importance of telecom in India (Eco Times) – 28th May
  138. India runs on Rails: MORE TRAINS BASED ON DEMAND (Fin Expr.) – 27 May
  139. MY TAXI HAS VEHICLES WITH PPE KITS, CURTAINS (Eco Times) – 27th May
  140. COVID-19 Is Fast-Tracking Digital Transformation – 26th May 
  141. HOW DHARAVI IS TACKLING THE COVID INFECTION RATE – 26th May 
  142. AFTER 2 MONTHS, FLIGHTS ARE BACK – 25th May
  143. HOW INDIA INC. GOES BACK TO WORK, LEADERSPEAK (Eco Times) – 25th May
  144. A THIRD OF NSE MFG FIRMS BACK AT WORK (Eco Times) : 23rd May
  145. MAHINDRA FACTORY – COVID CARE READY – 23rd May
  146. 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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