Markets◆ Mixed
Supreme Court to hear Rahul Gandhi's plea over SIR voter deletions; here's what the LoP's petition states
· Business Today Mkts
The court will also hear separate petitions concerning protests and transport disruptions ahead of an October 10 agitation in Delhi against Chief Election Commissioner Gyanesh Kumar.
Key facts
- Dates in focus
- October 10
The analysis
This is a Capacity / capex event. Capacity added into a soft cycle compresses returns for the whole sector; added into a tight one it is the cheapest growth available. The cycle position matters more than the announcement.
Market context
- Sector exposure: Transport & Logistics.
In this story
Transport & Logistics