BUSINESS
KIMS: A play on healthcare demand in the hinterland
The recent expansion tilt towards tier 2/3 cities suggests that this may garner decent volume growth, though possibly at the cost of margins
BUSINESS
Fed minutes: Strong signal of front-loading of tightening
A significant risk is that elevated inflation expectations could become entrenched if the public starts to question the committee’s resolve to achieve the 2 percent long-run target for inflation.
BUSINESS
Dr Reddy’s: Improving exposure to EMs adds to investment case
Situation in Russia presents an opportunity for Indian pharma companies to gain market share in Russia
BUSINESS
Will Powell pop the Volcker pill as stagflation risks rise?
Many view that monetary policy is ill-suited to deal with supply-side shocks — such as rising prices because of war, high energy prices, or supply chain disruptions
BUSINESS
Ami Organics: Niche chemistry and a strong export tailwind
Overall valuations, seen in the context of high growth and elevated margins, make Ami Organics a stock worth looking at
BUSINESS
Indian chemical industry in a sweet spot as Europe struggles
The ongoing energy crisis which disproportionately impacts Europe can further help Indian firms reach out to export markets of European chemical companies
BUSINESS
Fed: A plan for 10 rate hikes? What does it mean for global investors?
The hawkish stance on inflation reminds one of the early 80s, when Fed chair Paul Volcker clamped down on double-digit inflation
BUSINESS
Why you can look at this pharma value pick
A zero-debt company, Tyche continues to generate high free cash flow
BUSINESS
ECB, Fed poised to confront 'stagflation' -- What's the impact for investors?
In India, stagflationary trends due to the supply shock will unfold in the coming months. Persistent inflation would also lead to demand destruction and downtrading.
BUSINESS
Insecticides (India): A value bet on normal monsoon
IIL's export share can also improve to the 15-20 percent range of revenue, owing to higher penetration in new geographies, and a pick-up in product registration
BUSINESS
This value pick has a favourable demand-supply dynamics, post Russian sanctions
Shortage of graphite electrodes is likely in the global markets, which puts the spotlight on HEG
BUSINESS
Ukraine stalemate: Is Volcker moment coming for Fed and investors?
De-globalization theme is firmly on display
BUSINESS
Ukraine War: What sums up India’s stand on Russia at UN?
Bilateral trade between the two countries may be modest, but deep military cooperation is the binding force between India and Russia
BUSINESS
Galaxy Surfactants: Navigating supply-chain turmoil with poise
Galaxy Surfactants is positive of achieving a 6-8 percent volume growth in the next fiscal
BUSINESS
Hikal: Green integrity in the spotlight, more than financials
We are entering increasing interest rate scenario. Liquidity is drying which simply means institutional fund flows would be much more selective and sensitive to quality aspect
BUSINESS
What does interest rate hike cycle by US Fed mean for metal stocks?
Investors in metals need to keep a close watch on Chinese policy, post Olympics
BUSINESS
IPCA Labs: Does return of pre-COVID expenses derail investment case?
Ipca lab's key challenge with respect to APIs is on the mend.
BUSINESS
Divi’s Labs: Investment to improve yields provides the edge
Operating margins of Divi's are likely to remain elevated, given the benefits from the recent investments on improving yields and backward integration
BUSINESS
Will the Street reward Aurobindo Pharma’s bet on domestic formulations?
The Aurobindo Pharma stock currently trades at a valuation of 6.6x FY23e EV/EBITDA, which is at a substantial discount to its Indian peers with an exposure in the US market
BUSINESS
Inflation scare: Is early Fed rate hike in the offing before March meet?
Fed Funds futures are pricing in about five rate hikes of 25 basis points each in 2022 and a few FOMC members are getting vocal about the need for a 50 bps rate hike in the 15-16th March meet, to start with
BUSINESS
Suven Pharma: Steady cash flow conversion opportunity merits attention
Suven Pharma remains conservative in its outlook and provides visibility for the next six months. It is confident of executing Q3 sales run rate for the next two quarters
BUSINESS
Early signs of normal monsoon and what it means for Indian stock market...
Initial weather forecasts suggest India would have a normal monsoon this year. This would lead to strong performance in rural related sectors such as FMCG, agrochemicals, tractors and two wheelers
BUSINESS
Clean Science and Technology: Green chemistry, process innovation key levers
Over the years, Clean Science and Technology has optimised the use of conventional raw materials, improved yields, and reduced effluent discharges, which have consequently helped in cost competitiveness
BUSINESS
Ami Organics: Forte in niche chemistry for speciality pharma molecules
One of the key strengths of Ami Organics, in our opinion, is its expertise in Piperazine chemistry
