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SMERA Bankers' Terminal
Alerts & Impact Analysis

Decision-makers must face the cruel reality of a fast-changing business environment today. Natural disasters, changes in government policy, raw material prices and competitive landscape among other things keep bankers and industry leaders on their toes. A team of analysts and economists at SMERA Knowledge Center aims to provide an independent and unbiased account of such events and their impact on businesses and the Indian economy. We believe such analysis and alerts can play a vital role in mitigating risks arising from such events.


26-May-2017Impact Analysis: China’s current capacity cut downs and lower inventories helping Indian exports
23-May-2017Impact Analysis: GST & Select Sectors (Part 1)
19-May-2017Sector Alert: Cotton spot to breach Rs, 45,000 per candy threshold
17-May-2017Impact Analysis: Appreciating Rupee may be encouraging imports; India’s trade deficit reaches a 28 month high
15-May-2017Impact Analysis: Capital Goods category's ‘Work in Progress’ perspective will change the way we look at this category
13-May-2017Impact Analysis: Expansion of Core inflation a cause of concern because its build-up can be relentless, as indicated by a low standard deviation.
11-May-2017SMERA Commentary: Credit Offtake marginally improves in April 2017 after bottoming out in February
09-May-2017Impact Analysis: French Election results point towards ECB raising rates in the near term
05-May-2017SMERA Commentary: Banking Regulation Act amendment will help break the Twin Balance Sheet deadlock currently faced by the economy
04-May-17SMERA Commentary: FY17 may end with a solid industrial growth in Q4
02-05-2017Sector Alert: Cement Industry contracts first time in 12 years.
29-Apr-17Impact Analysis: India’s Defense capital expenditure is set to increase by over 80% by 2020
28-Apr-17Impact Analysis: Profitability of food processing industry has been improving as Indian FPI declines compared to Global average
25-Apr-17Impact Analysis: Consumer Durables category expected to grow by 10% in FY18 and beyond
24-Apr-17Sector Alerts: Sugar price unlikely to fall significantly in FY18, despite duty free imports
21-Apr-17Impact Analysis: Corporate top lines may be positively impacted by rising inflation
19-Apr-17Impact Analysis: Credit offtake grows by 3.3% in Feb 17
17-Apr-17Impact Analysis: External sector performance pointing towards solid global demand
13-Apr-17Impact Analysis: IIP for Feb 2017 contracts by (-) 1.2%
11-Apr-17SMERA Commentary: India’s Logistics Sector will be overhauled with the GST & Dedicated Corridors
08-Apr-17Sector Alert: Lead prices are expected to remain high in FY18
06-Apr-17SMERA Commentary: RBI holds Repo rate at 6.25% under Liquidity Adjustment Facility
05-Apr-17Impact Analysis: SMERA expects that the consumption of the petroleum products is likely to grow at 5% in FY17
03-Apr-17SMERA Commentary: Core Sectors expand by just 1% in Feb 2017
31-Mar-17Impact Analysis: SMERA estimates that oil seeds production is likely to increase by around 25% in FY17
28-Mar-17Impact Analysis: Neem Coated Urea Policy has a positive impact on agricultural yields
25-Mar-17Sector Alert: Rubber Price
24-Mar-17Sector Alert: Leather Products
23-Mar-17Sector Alert: Steel Price
21-Mar-17SMERA Commentary: India’s Net FDI reached to $34 billion till Jan FY17
20-Mar-17SMERA Commentary: G20 Finance Ministers unable to reach consensus on free trade
18-Mar-17Impact Analysis: Sectoral Credit Deployment for January 2017
17-Mar-17SMERA Commentary: Inflation at consumer level for Feb 2017 is pegged at 3.7%
16-Mar-17SMERA Commentary: US Fed raises target range of Federal Funds Rate to 0.75%-1.00%; impact on INR marginal
14-Mar-17SMERA Commentary: IIP expands by 2.7% in Jan 2017, highest since Oct 2015
09-Mar-17Impact Analysis: Performance of Listed Non-Government, Non-Finance companies
07-Mar-17Impact Analysis: Services and Manufacturing PMI indexes (Feb 2017)
06-Mar-17Impact Analysis: C-GST and I-GST bills passed
02-Mar-17Impact Analysis: Core Industry Growth (January 2017)
28-Feb-17Impact Analysis: Ministry of Statistics pins GVA Q3 2017 at 6.7%
27-Feb-17Impact Analysis: RBI has set its Reference Rate at Rs. 66.72 Vs. US$
25-Feb-17Sector Alert: Gold Prices
24-Feb-17Sector Alert: Horticulture Items (Fruit & Vegetable Prices)
23-Feb-17Sector Alert: Solar Power Capacity
22-Feb-17Impact Analysis: New project completions in Q3FY17
20-Feb-17Impact Analysis: The Economic Survey 2015-16
17-Feb-17Sector Alert: Commercial Vehicle Sales
16-Feb-17Impact Analysis: Trade Data (January 2017)
15-Feb-17Sector Alert: Cotton Prices
14-Feb-17Sector Alert: Cement
13-Feb-17SMERA Commentary : CPI recorded a historically low growth of 3.17% in Jan 2017
11-Feb-17 Sector Alert: Consumer Durables
10-Feb-17Sector Alert: Electronics Manufacturing
09-Feb-17Impact Analysis: RBI’s Monetary Policy Committee
07-Feb-17Sector Alert: Leather & Footwear
01-Feb-17Sector Alert: Steel
30-Jan-17Sector Alert: Fertilizer
28-Jan-17Sector Alert: Copper Prices
27-Jan-17Impact Analysis: RBI’s Industrial Outlook Survey of Q3FY17
25-Jan-17 Sector Alert: Pharmaceuticals
20-Jan-17Sector Alert: Sugar Prices
19-Jan-17Sector Alert: Rubber Prices
10-Dec-16Impact Analysis: RBI Monetary Policy, Dec 08, 2016
23-Sep-16SMERA Press Release: Pulse production in 2016-17
23-Jul-16 Impact Analysis: Monsoon (June-July Period)
15-Jun-16Impact Analysis: NPA & Impact on banking assets
09-May-16Impact Analysis: Deficient Monsoon's impact on Marathwada agro economy
06-Apr-16Assessing India's trade vulnerability to currency shocks
01-Mar-16Impact Analysis: Budget 2016-17 on MSMEs
03-Feb-16Poor Credit Offtake contributing to low inflation
20-Jan-16Impact: West Bengal & Eastern India to contribute 25% to Indian GDP by the year 2035
05-Dec-15Assessment of Chennai floods & Impact on MSMEs
26-Nov-15Impact Analysis: 7th Pay Commission and Public Finances
29-Sep-15Impact Analysis: RBI's Monetary Policy & Rate Cuts
24-Dec-15Impact of Bullet Train project on MSMEs