Indian autos Loading... : Investor Sentiment and Bull/Bear Views

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23:37
Feb 06
Sanjay Mookim Head of India Equity Research, JPMorgan Bloomberg Markets
Indian autos best consumer play.
Within the improving consumer segment, autos screen best because they have fewer competitive issues and can maintain margins better. He is not worried about European car imports disrupting Indian auto sales because imported cars have a small demand footprint in India and foreign manufacturers must adapt to local tastes.
MED
06:38
Feb 06
Sanjay Mookim Head of India Equity Research, JPMorgan Bloomberg Markets
Indian autos favored in consumer recovery.
Consumer and discretionary demand is finding its feet as inflation falls and disposable income improves, but intense competition means a bottom-up approach; Sanjay ends up largely with autos, where margins may be better maintained and European car competition is not a major threat due local taste.
MED

About Indian autos Investor Commentary

Across the available history and selected sources, Buzzberg tracks Indian autos across 1 sources: 2 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Sanjay Mookim.