Economic Recovery
High Demand across sectors
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Broad base improvement in profits through margin expansion ( cost cutting) and higher sales.
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Govt Reforms of last 5 years + PLI scheme for manufacturing / Market share movement from China
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High Capacity Utilisation. New capacity planning.
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Bank flush with Liquidity.
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Low Interest rates + Bad Bank announcement+ DFI
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Credit Demand
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New fast paced Credit Cycle
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Double Digit credit Growth
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Huge Investment in Capacity building and Govt and DFI funding long term Infra
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Leading to a high Commodity demand.
Market is way ahead and predicting this Commodity demand in Re-rating the commodity and Infra Cycle.
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