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Vaibhav Agrawal

CIO

Teji Mandi

Vaibhav Agrawal is the CIO at Teji Mandi.

Potential third COVID wave likely to put a dent in farming activities and overall economy

BUSINESS

Potential third COVID wave likely to put a dent in farming activities and overall economy

The growth in the rural sector did moderate during the second wave largely on account of underperformance from the farm sector.

Corporate vs Retail: Has NPL cycle turned for the banking industry?

BUSINESS

Corporate vs Retail: Has NPL cycle turned for the banking industry?

While retail facing banks are feeling the heat, corporate lenders are in a much better place.

Lack of credit demand: How will banks find their mojo back?

BUSINESS

Lack of credit demand: How will banks find their mojo back?

Retail portfolios are seeing stress but overall asset quality deterioration has been far lower, compared to the first wave of COVID-19. But there is one thing missing.

OPEC+ deal to raise production will go a long way in strengthening global recovery

BUSINESS

OPEC+ deal to raise production will go a long way in strengthening global recovery

A potential decline in fuel prices will go to a great extent in helping manufacturers. With weakness in crude prices, they will be in a better position to efficiently manage their costs and reduce margin pressure to an extent.

Road construction in the fast lane, order flow expected to sustain

BUSINESS

Road construction in the fast lane, order flow expected to sustain

The outlook appears bright for road contractors as new order flow from NHAI is expected to stay uninterrupted in the coming years

Strong tailwinds, India set to emerge as fourth largest chemical producer in the world

BUSINESS

Strong tailwinds, India set to emerge as fourth largest chemical producer in the world

India will be the biggest beneficiary as the US and European companies face pressures from institutional investors and lenders to re-base their supply chain away from China but New Delhi faces stiff competition from several countries, including Vietnam

Is commercial vehicle turnover in June for real or just an optical illusion?

BUSINESS

Is commercial vehicle turnover in June for real or just an optical illusion?

The rising demand for commercial vehicles is a relief. Monthly sales data for June has continued to be on an upward trajectory. However, the plight of truck drivers is telling a different story.

'Picture looks promising post-interval for multiplexes'

BUSINESS

'Picture looks promising post-interval for multiplexes'

With vaccination drive picking up, multiplexes expect to reopen in tier 1 and 2 cities over the next three months.

RBI's proposed rulebook for MFIs: Good on intent, but challenging to implement

BUSINESS

RBI's proposed rulebook for MFIs: Good on intent, but challenging to implement

RBI's consultation paper is for academic purposes and remains in the realm of discussions and suggestions. But, if the proposed changes are implemented in their current avatar, they are likely to face a few on-ground challenges.

'Global steel prices likely to moderate in coming quarters'

BUSINESS

'Global steel prices likely to moderate in coming quarters'

With the supply of steel increasing in the international market, it would eventually lead to moderation in steel prices shortly. Owing to this, the Indian steelmakers might not need to take fresh price hike

Annual reports of TCS and Infosys highlight these 2 emerging IT trends

BUSINESS

Annual reports of TCS and Infosys highlight these 2 emerging IT trends

TCS expects demand, revenue, and operating costs to normalize and return to its long-term comfort zone. As revenues grow, operating leverage is likely to play out for TCS.

Economic activities curtailed but still comfortably placed compared to lockdown 1.0

BUSINESS

Economic activities curtailed but still comfortably placed compared to lockdown 1.0

The upcoming Kharif season is going to be crucial for India to bring its economy back on track.

Quick Service Restaurants show strong appetite for growth as COVID-19 wave subsides

BUSINESS

Quick Service Restaurants show strong appetite for growth as COVID-19 wave subsides

Western QSRs are expected to grow by more than 50 percent during FY21-25. Growth opportunities for QSRs are even high considering the lower level of penetration.

Steel prices continue to rise but domestic concerns may derail a global opportunity

BUSINESS

Steel prices continue to rise but domestic concerns may derail a global opportunity

As global demand rises, Indian steelmakers can step up exports to make the most of rising prices but the diversion of oxygen for medical use has badly hit production. Oxygen is crucial for processes like blast furnaces lancing and gas cutting.

Q4 revenue miss only a blip for IT industry, indicators point to a better future

BUSINESS

Q4 revenue miss only a blip for IT industry, indicators point to a better future

Despite muted Q4 revenues, companies have seen strong net new wins and a good mix of small, medium and large deals.

COVID second wave impact: SpiceJet reduces passenger fleet capacity; IndiGo expands

BUSINESS

COVID second wave impact: SpiceJet reduces passenger fleet capacity; IndiGo expands

In the current scenario, a strong trend of consolidation is shaping up in the industry with financially strong airlines making headway in the market. On the other hand, the players with limited capacities are being forced to curtail their operations or divert them.

Cooling products see high demand due to pre-buying ahead of potential price hike

BUSINESS

Cooling products see high demand due to pre-buying ahead of potential price hike

After the strong pre-buying in March, dealers are expecting the sales to moderate. Rising COVID-19 cases could further curtain the sentiments with consumers preferring to save more and opting for need-based purchases.

Is the Indian two-wheeler industry heading towards a new disruption?

BUSINESS

Is the Indian two-wheeler industry heading towards a new disruption?

Established two-wheeler makers have been slow to invest in electric vehicles, while new entrants have moved quickly. With the government keen on EVs, the two-wheeler industry is all set to face a fresh disruption.

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