SUPPLY MANAGEMENT
Industrial and warehousing sector absorption increases 21.9% year-over-year
The industrial and warehousing sector in India saw a 21.9% increase in absorption in the first half of 2024, with the 3PL sector driving demand with a 33% share. Tier I cities accounted for 78% of absorption, while Tier II and III cities accounted for 22%. The sector also saw a supply addition of 28.2 million square feet, with 77% concentrated in Tier I cities and 23% in Tier II and III cities. The e-commerce sector is expected to surge further as it adopts new models to expand urban distribution and extend its footprint into tier-II & III locations.
Iron ore’s $100 floor at risk of collapse from jump in supply
The world’s largest untapped ore reserve in Guinea’s Simandou is intensifying preparations for production. The project could deliver 5 million tons starting in 2025 before ramping up steadily to 90 million tons a year in 2028, according to Macquarie Group Ltd.
Climate Change: Emerging variable in monetary policy
The late monsoon arrival and heat waves have led to a projected 5% year-on-year inflation in June, driven by rising food and fuel prices. Central banks worldwide are incorporating climate risks into their models, as supply shocks from climate change present challenges in achieving price stability and economic growth.
U.S. creates high-tech global supply chains to blunt risks tied to China
The core elements of the plan include getting foreign companies to invest in chipmaking in the United States and finding other countries to set up factories to finish the work.
Saurabh Mukherjea gives 3 themes that can create new opportunities for Indian investors
Saurabh Mukherjea of Marcellus Investment Managers emphasizes India's transformative investment themes: democratized opportunities, the $300 billion China +1 chance, and women's empowerment. India outperforms China in consistent compounder returns. Government policies attract global investments. Entrepreneurs, empowered urban women, and sectors like smartphones, APIs, and medical devices, aided by rising education levels and women-centric consumption, drive growth.
TVS Mobility arm acquires Italy-based automotive components supplier
TVS Mobility's subsidiary, SI Air Springs, has acquired Roberto Nuti Group to enhance its global market position and product range. The acquisition will enable them to leverage their distinctive skills and expertise in suspension systems, fostering significant international growth potential.
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Axiscades Technologies to supply drone systems to Indian Army under Rs 100 crore order
Axiscades Technologies announces a Rs 100 crore order to deliver Man Portable Counter Drone Systems to the Indian Army. The system, capable of operating on battery and main power supply, can detect and jam various drones up to 5 kilometers away. The company plans to complete all deliveries by 2024. CEO Arun Krishnamurthi highlights the innovation in providing advanced security solutions to meet the armed forces' needs.
Is the world running out of water supplies? These cities have acute drinking water crises.
The water crisis is being caused due to outdated supply infrastructure and mismanagement. Solutions are needed that leverage technology.
Yields pare losses as services sector rebounds
The business activity index is "really driving that whole index higher," said Ellis Phifer, managing director of fixed income research at Raymond James in Memphis, Tennessee.
US services sector activity beats expectations in May
Activity in the US services sector rebounded in May, surpassing expectations, with the ISM services index rising to 53.8%. Chair Anthony Nieves noted higher business activity, new orders growth, and employment challenges.
Be a contrarian in such times, if they have strong parent: 5 midcap stocks belonging to large industrial houses with upside potential of up to 49%
At a time when the market is digesting an election result which it did not expect. Questions are bound to come to about what should be done with mid-cap stocks. Is there a possibility that we might see more corrections ? The answer is yes. More than anything else, the reason for the correction would be the valuations and the fact that there was and still froth in some segments of the market. Should you buy mid-caps, the answer is yes. The question is what are you buying and for what time frame. And the bigger question is does the management have a proven track record that if tough times comes then it can steer the company through a tough time. If these tick marks are done, then ignore the political noise which all the political analysts are going to bring on table and surely there is no dearth of them. Focus on what is the business and who is running that business.
Container shortage is shipping’s Achilles’ heel
An initial surge in freight prices — prompted by ships taking the much longer route around the Cape of Good Hope — petered out in March, yet prices have now surged even higher.
Dow slips nearly 1% as markets juggle data, technical glitches
Shares of megacaps including Apple and Meta gained between 0.8% and 2.1%, as yields on the benchmark U.S. 10-year and five-year notes fell around 10 basis points each. GameStop soared 24.1% after a weekend Reddit post from stocks influencer Keith Gill, also known as "Roaring Kitty", showed a $116 million bet on the gaming retailer.
Gold firms on Fed rate cut hopes; investors await more US data
Gold prices edged higher on Monday as signs of cooling U.S. inflation lifted hopes for interest rate cuts from the Federal Reserve this year, while traders awaited a slew of U.S. economic data due this week.
US factory activity slips for a second month in May, ISM says
US manufacturing activity slowed in May with new goods orders dropping significantly. Input inflation fell from mid-2022 highs.
Gold holds steady as investors await US data for more Fed clues
Gold prices steadied as investors awaited U.S. economic data for clues on Federal Reserve's monetary policy easing. Spot gold stood at $2,326.86 per ounce and U.S. gold futures at $2,347.40.
FarMart raises Rs 24 crore in debt from ResponsAbility Investments
B2B food supply platform FarMart raises Rs 24 crore from Switzerland-based asset manager ResponsAbility Investments for its SaaS software. Previous investors include General Catalyst and Matrix Partners India. The funding aims to reduce food loss and waste in India.
Trade strains boost cargo rates at pace recalling Covid ‘chaos’
Global goods trade is rebounding, boosting shipping rates and triggering memories of past disruptions for supply-chain managers.
Biocon inks licensing, supply pact with South Korea's Handok for chronic weight management product
Biocon signs exclusive licensing agreement with Handok for commercialisation of synthetic Liraglutide in South Korea, expanding portfolio to address weight management needs and tapping into a USD 47 million market opportunity. Biocon said the total addressable market opportunity of Liraglutide in South Korea is approximately USD 47 million as per the IQVIA MAT Q4 2023.
Strong demand tailwinds are for all the players: 5 small and midcap real-estate stocks with upside potential of up to 34%
Four years ago, the real estate industry was defined by excess inventory, over leveraged balance sheets and weak demand. Today, a housing project getting launched is getting sold within a few days. The average prices on a per square ft basis have inched upward very sharply in the last one year and still there is no dearth of demand. Now the question is whether this kind of sharp rise in demand is having an impact only on large players or also on mid-sized companies which are focussed in a region only. The fact is that in the case of sectors like real estate, when the tide of demand changes, it changes for every player, be it large or medium. Yes, when it comes to medium-sized players it would be important to look at the players where they have a track record of implementing projects on time. Delivering the project on time is key metrics which determines whether the company which is mid-sized today will become large or not in years to come. As the large ones have seen a sharp rise in the valuations, the focus of the street is now also on mid-sized by well managed companies.
Staying with stronger ones is always better option: 5 Midcap stocks from different sectors with upside potential of upto 42%
In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record of handling many economic cycles in the past has a higher probability of surviving a bad phase and coming back on a growth path as compared to a company in the same line of business which does not have the backing of a strong parent. The reasons are simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Look over the last two decades at how companies like Voltas, Tata chemicals, which at one point if time were mid sized companies because large and stable business. So, if one is looking at investing in mid-cap, surely have a look if it has the back of a large and strong industrial house.
Talent demand in EV segment drives in new roles and contract hiring
The electric vehicle (EV) industry is booming, creating a demand for diverse skills and expertise. Opportunities span technical, leadership, and operational roles. Contract staffing is playing a crucial role in meeting the industry's needs, with a focus on talent development and agile solutions. Leaders face challenges in talent acquisition and navigating industry dynamics amidst rapid advancements.
ITC's Sanjiv Puri takes over as CII president
Puri heads ITC Ltd, a conglomerate with businesses in FMCG, hotels, paperboards & packaging, agribusiness and IT. He is also the chairman of ITC Infotech India Ltd, its subsidiaries in the UK and US and Surya Nepal Private Ltd.
Bad news flow & good stock prices: 5 agro-chemical stocks with upside potential of up to 30%
What is the news flow regarding the agrochemical sector today? Probably the following: China is dumping, there is over capacity in many segments, over inventory issues are plaguing the industry globally, erratic weather conditions in different parts of the world. One would feel agro chemical stocks are better avoided now. But in markets, when the news flow is bad, stock prices are probably good. Also, in the case of the agro chemicals sector, it's mostly short term issues. So, it is time to keep them on the watch list.
US efforts to reshape global supply chains gather pace in Asia
President Joe Biden's tariff hikes on Chinese imports are reshaping Asian trade routes, with Taiwan's exports to the US surging over 80% in April.
Cold-chain solutions startup Celcius Logistics raises $4.8 million led by IvyCap Ventures
Celcius Logistics connects shippers and transporters and is a solution for all cold-chain requirements, helping with last mile and hyperlocal delivery for all stakeholders.
Boom in e-commerce opens door for multiple jobs at all levels
The e-commerce industry is booming due to increased smartphone and internet access, offering a plethora of job opportunities. Evolving consumer behavior and technology advancements are driving this growth, with a projected surge in India's online consumer base. The sector demands a wide range of skills, from tech-related roles to digital marketing and content creation.
Biocon inks supply, distribution pact with Medix for chronic weight management drug in Mexico
Biocon partners with Medix to distribute Liraglutide for chronic weight management in Mexico, offering affordable obesity treatment options. The collaboration aims to improve patient access and quality of life in a country with high obesity rates.
Advantage called strong parent: 5 midcap stocks from large industrial houses with upside potential of up to 49%
It is well known that investing in mid-cap comes with its own risks, right from business to risk to market risks. So, as a basic principle one should be more cautious while investing in mid-caps. But the fact is however one might try the fact is that when the narrative is bullish we all tend to lower our guards and end up buying stocks which one should have not bought. So, what about using parameters which probably is not full proof, but history has shown that over a long period of time, it has worked well. That is staying with mid-cap companies from strong industrial groups, which have other companies which are running well. The reason for this strategy is simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Also the fact that a large group with a track record of creating business will make sure that in the long term these businesses are able to grow. So, we look at 5 mid-cap stocks belonging to strong industrial groups.
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