Cross-sectoral trends and outlook

Cross-Sectoral Trends and Outlook Research focuses on reports that analyse the impact across multiple sectors arising from changes or launches of government policies, schemes, geopolitical developments, emerging trends, and significant industry shifts. These reports are primarily theme-based, offering a comprehensive view of interconnected industry dynamics. This segment also releases a monthly compendium summarising all major thematic reports published during the month.

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Date Reports Category Summary Price Action
18 Nov 2025 Festive season trends indicate GST rate cut boosted volumes; durability of volume boost remains uncertain Thematic Report
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07 Nov 2025 PLI and DLI schemes: Schemes meeting objectives, yet timelines at risk of being missed as manufacturing progress varies by domestic capabilities and ecosystem Thematic Report
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22 Aug 2025 Moderate import dependency on Thailand; alternate sourcing options across ASEAN and other regions Thematic Report
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19 Mar 2025 3,500 projects with investment of Rs. 25 trillion added to NIP during FY2025; however, completion rate remains low at 20% Thematic Report
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04 Mar 2025 Depreciation of INR relative to USD to have negative impact on few sectors such as refining & marketing, CGD, airlines and chemicals Thematic Report
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12 Feb 2025 Capex deployment likely to reach ~45% by March 2025; but incentive disbursements remain low till FY2026 BE Thematic Report
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27 Dec 2024 Discounted oil and fertilisers, increased engineering exports to reduce India’s trade deficit with Russia Thematic Report
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27 Nov 2024 PMAY -U 2 may have ripple effect on multiple sectors; although the impact on major sectors is expected to be limited Thematic Report
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15 Nov 2024 Policy changes by new US Government may impact some specific sectors Thematic Report
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18 Oct 2024 Rising tensions between India and Canada could result in commercial and economic consequences for both nations Thematic Report
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Credit Perspective Reports

Credit Perspective Reports (CPRs) offer detailed rating analyses of over 1,500 investment-grade entities, covering both listed and unlisted companies. These reports provide in-depth insights into key rating drivers, making them valuable for benchmarking, understanding credit trends, and making informed investment decisions.

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