India's June macro data shows mixed demand trends
GST growth slowed to 6.2% (vs 16.4% in May)
Auto retail rebounded: Cars +5.7%, 2W +5.1% — tailwind for MARUTI & BAJAJ-AUTO
Equity MF inflows tanked: -41.9% YoY — sentiment chill or profit booking?
Credit card & personal loan data missing — worth tracking for SBICARD , Bajaj Finance
Airline traffic missing, but May was weak — could weigh on IndiGo
Insurance premium growth (life + GI) still strong — positive for HDFC Life, ICICIGI
#WatchOutFor#FundamentalViews#TrendingSectors#EquityResearch#MacroViews

406 likes·69 comments

















