Alert & Impact Analysis

Decision-makers must face the cruel reality of a fast-changing business environment today. Natural disasters, changes in government policy, raw material prices and competitive landscape among other things keep bankers and industry leaders on their toes. A team of analysts and economists at SMERA Knowledge Center aims to provide an independent and unbiased account of such events and their impact on businesses and the Indian economy. We believe such analysis and alerts can play a vital role in mitigating risks arising from such events.

11th Jun 18Rs. 4.5 lakh Cr. lending opportunity for NBFCs and private sector banks
11th Jun 18Acuité Ratings & Research Note: Capital Goods drives Q4 GDP Growth, which stands at 7.7%
8th Jun 18Acuite Rating & Research Note: RBI MPC’s second bi-monthly monetary policy statement
20th Apr 18Municipal bonds set for a gradual take-off
9th Feb 18MSME’s Financing Landscape Set to Undergo a Transformation
6th Feb 18Budget strong on intent - Implementation is the key to growth sustainability
31st Jan 18SMERA Pre-Budget Commentary - FY 2018-19
12th Dec 17SMERA view on Fifth bi-monthly MPC meet
4th Dec 17Q2 GDP growth signals economic revival
29th Nov 17Credit offtake hints at recovery in business activities
20th Nov 17Rating upgrade reinforces strength of Indian economy
16th Nov 17Sept IIP nos reflect solid growth of manufacturing sector
13th Nov 17Further steps on GST to boost consumption
25th Oct 17Banks’ recapitalisation package positive for the economy
9th Oct 17Significant relief for MSMEs in GST structure
4th Oct 17Core sector marks recovery in industrial production
3rd Oct 17Key macro variables
28th Sep 17Analysis: Stronger export growth to benefit MSMEs
25th Sep 17Monsoon report: Food grain output growth looks positive
15th Sep 17CPI likely to remain firm in H2, 2017
13th Sep 17Tyre and automobile industry may face margin pressure
9th Sep 17Cattle Feed industry likely to witness strong demand
7th Sep 17Impact Analysis: Appreciation of rupee - impact on MSMEs
1st Sep 17Commentary: Consumption to drive India’s GDP growth
28th Aug 17Analysis: Corporate bond issuances by cos show growth
23rd Aug 17Impact Analysis: Engineering sector may have a trade surplus by end of FY18
18th Aug 17Impact Analysis: SAMPADA scheme will play a major role in shoring up Agricultural capacity utilization levels
17th Aug 17SMERA Commentary: Economic Survey, Volume II, 2016-17
14th Aug 17Impact Analysis: Industrial production index - June, 2017
10th Aug 17Impact Analysis: World Economic Outlook
4th Aug 17Monsoon Report July 2017
2nd Aug 17SMERA Commentary: Third RBI Bi-Monthly Policy Meeting
1st Aug 17Impact Analysis: India’s coal production and import will fall due to bettering station heat rate
29th Jul 17Impact Analysis: Anti-Dumping Duty
27th Jul 17Impact Analysis: Cotton production sets record over the previous years.
23rd Jul 17FDI in India: Modi must address regional disparities for economic growth
21st Jul 17Impact Analysis: Sports Industry and post GST scenario
17th Jul 17Impact Analysis: India’s trade balance remains steady at -$12.9 bn
13th Jul 17SMERA Commentary: Consumer Price Index & IIP: June, 2017
11th Jul 17Impact Analysis: Industry Status to Agriculture Sector
8th Jul 17Impact Analysis: Benefits of Indo-Israel Partnership to be pan-industry
4th Jul 17SMERA Commentary: Cement Industry recovers post demonetisation with a 1.5% production growth in May ‘17
28th Jun 17Monsoon Report June, 2017
24th Jun 17Impact Analysis: In FY15/16, operating expenses grew much slower as compared to profits for Indian corporate
21st Jun 17Impact Analysis: Performance of Non-Government Non-Financial Private Companies in the previous two financial years remained uneventful
19th Jun 17SMERA Commentary: India's Insolvency and Bankruptcy Framework
16th Jun 17Impact Analysis: Fed rate hike unlikely to impact capital flows and exchange rate over the medium term
14th Jun 17Impact Analysis: IIP numbers suffer due to persistently high inventory levels in the system
9th Jun 17SMERA Commentary: RBI’s second bi-monthly monetary policy statement
5th Jun 17Impact Analysis: A larger WPI deflator responsible for lower than expected Q4 growth.
29th May 17Impact Analysis: Government's New Procurement Policy
26th May 17Impact Analysis: China’s current capacity cut downs and lower inventories helping Indian exports
23rd May 17Impact Analysis: GST & Select Sectors (Part 1)
19th May 17Sector Alert: Cotton spot to breach Rs, 45,000 per candy threshold
17th May 17Impact Analysis: Appreciating Rupee may be encouraging imports; India’s trade deficit reaches a 28 month high
15th May 17Impact Analysis: Capital Goods category's ‘Work in Progress’ perspective will change the way we look at this category
13th May 17Impact Analysis: Expansion of Core inflation a cause of concern because its build-up can be relentless, as indicated by a low standard deviation.
11th May 17SMERA Commentary: Credit Offtake marginally improves in April 2017 after bottoming out in February
9th May 17Impact Analysis: French Election results point towards ECB raising rates in the near term
5th May 17SMERA Commentary: Banking Regulation Act amendment will help break the Twin Balance Sheet deadlock currently faced by the economy
4th May 17SMERA Commentary: FY17 may end with a solid industrial growth in Q4
2nd May 17Sector Alert: Cement Industry contracts first time in 12 years.
29th Apr 17Impact Analysis: India’s Defense capital expenditure is set to increase by over 80% by 2020
28th Apr 17Impact Analysis: Profitability of food processing industry has been improving as Indian FPI declines compared to Global average
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