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ICICIdirect Research Posted on 04:53pm 18-Sep-2020

IPO Review - Computer Age Management Services

CAMS (formerly known as Computer Age Management Services) is India's largest registrar and transfer agent (RTA) of mutual funds with a market share of ~70% based on average assets under management (AAUM) managed by their clients as on July 2020. CAMS provides a comprehensive portfolio of technology-based services such as transaction origination interface, transaction execution, payment, settlement, record keeping, brokerage computation, and compliance-related services. Click on the title to read more...
Latest Updates

ICICIdirect Research Posted on 05:23pm 16-Sep-2020

Monthly Inflation: Inflation remains sticky but outlook favourable...

>> Inflation remained well above RBI's 6.0% range but H2FY21 inflation is likely to be far lower due to favourable base effect and easing of supply side pressure as the economy opens up. >> RBI currently is focusing on less on inflation data prints and more on supporting weak economic growth. We expect RBI to continue its accommodative liquidity stance despite current higher inflation print. Click on the title to read more...
Latest Updates

ICICIdirect Research Posted on 06:24pm 17-Jul-2020

Covid Recovery Pulse - Average daily auto registrations, E-Way bill generation show recovery signs...

Daily vehicle registrations averaged ~50,000 units i.e. ~62% of pre-Covid levels during the week (July 13-16), marginally ahead of the run rate seen in the prior week. E-Way bill generation for H1 of July (till July 13) continued its momentum on a strong note reaching 1.7 crore. If we extrapolate this and compare it to the average bill generation in months prior to Covid-19 (October 2019-February 2020), it has reached ~80% of the average 5.5 crore bills. E-Way bill generation for April, May and June hovered at 16%, 46% and 79%, respectively. For more details, click on the title...
Latest Updates

ICICIdirect Research Posted on 06:38pm 14-Jul-2020

Inflation: Disruption all-around pushes inflation higher

CPI inflation for June 2020 came in higher at 6.09% as supply related disruption in food items, higher petrol and gold prices and unfavourable base effect moved up the headline inflation... For details click on the title.
Latest Updates

ICICIdirect Research Posted on 10:27am 13-Jul-2020

Thematic Report - Bharat Bond ETF (Subscribe): Safe long term tax efficient option...

The second tranche of the Bharat Bond exchange traded fund (ETF) with two more new ETFs maturing in 2025 and 2031 referred to as Bharat Bond ETF April 2025 and Bharat Bond ETF 2031 is will be up for a subscription from July 14, 2020. Click on the title to read more...