Some good macro news – Fertilizer production is up for the third month in a row. Tractor sales are up 35% YoY for July as well
Aug 20 Car Sales also up 20% over Aug19
National highway toll data from NPCI. As a proxy for inter/intra state vehicular movement, shows a good recovery after tanking in Apr-20. Second highest number and value of toll collected ever, after Feb-20 peaks.
