BUSINESS
Balaji Amines — Time to book profit
Balaji Amines' operating margins take on shine on the back of softening raw material prices and a better product mix
ANNOUNCEMENTS
RIL AGM | Google on board; 5G ready
The RIL AGM saw two big-bang announcements: Google’s investment in Jio Platforms, which was more or less expected, and being 5G ready with solutions
BUSINESS
How to position your portfolio for the coming US elections
A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.
BUSINESS
Rossari Biotech: Healthy long-term prospects, but richly valued IPO
Rossari is led by technocrats having strong domain knowledge, which in turn has helped in superior execution of capex projects in the past and diversification to new end markets
BUSINESS
Navin Fluorine: Time to book gains?
In medium term, Navin Fluorine's growth should be driven by higher margin businesses of CRAMS and specialty business segments
BUSINESS
Bodal Chemicals could benefit from the attempt to curb Chinese imports
The Bodal Chemicals stock should command a valuation premium because of its vertically integrated business model
BUSINESS
IPCA Labs guidance should move investor focus beyond HCQS, accumulate
There is much more to IPCA Labs than the HCQS opportunity. Its FY21 guidance reflects that.
BUSINESS
Galaxy Surfactants: Growing demand for personal hygiene products a game changer?
Stiffer intensity, uncertain demand environment and lower discretionary spending pose key risks
BUSINESS
Aarti Industries: The risk of contract termination becoming a trend for the industry
This rethink is being fuelled by the uncertain demand situation at present, which is reflecting in the desire to lower supply chain risk, change outsourcing contracts and calibrate capex growth.
BUSINESS
What does the Fed’s stance imply for stock markets brimming with liquidity?
Fed’s dot plot clearly conveys a strong consensus for “lower for longer” rates. On top of that, the Fed ascertains that policy tools/stimulus measures would be used “forcefully, proactively and aggressively” as the need arise to support economy.
BUSINESS
Apcotex Industries: Adverse demand-supply balance poses a risk
BUSINESS
SRF: Building a specialty chemicals business block by block
BUSINESS
Aurobindo: Traction in complex generics is vital to its health
BUSINESS
Britannia: Advantage Supply Chain
BUSINESS
Lupin: A watershed year for the US business?
BUSINESS
The wait for Sun Pharma to rise gets longer
BUSINESS
Dabur Q4: Is elevated rural exposure Dabur’s Achilles heel?
BUSINESS
Aarti Industries Q4: Near-term uncertainty leads to capex deferral
BUSINESS
Dr Reddy’s: Primed by strong bets on complex pharma opportunities, good for risk takers
BUSINESS
RIL rights issue: Rights entitlements trade at premium; another capital market reform in place
BUSINESS
Proposed ban on some agrochemicals is negative for producers
BUSINESS
The reset of globalisation: How big is it an opportunity for India Inc? (Part 2)
India is certainly one of the main contenders for the shift in global trade away from China. But there are many challenges.
BUSINESS
The reset of globalisation: How big is it an opportunity for India Inc? (Part 1)
On the export front, the opportunity for Indian manufacturers are humongous if there is a sizeable shift in opportunities from China to India.
BUSINESS
Cipla: Respiratory pipeline adds oxygen, accumulate
