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
BUSINESS
RIL: Bandwidth of technology investors expands with General Atlantic; Deleveraging on track
First, Facebook, then Vista and Silver Lake, and now General Atlantic. Jio continues to be a big draw for technology investors. The zero-debt goal for RIL has just got more fuel.
BUSINESS
Tata Consumer: Are all the positives priced in?
BUSINESS
Godrej Consumer Q4FY20: All hopes pinned on health and hygiene
BUSINESS
Sequent Scientific Q4: Ownership change can accelerate US plans
BUSINESS
Sequent Scientific: Private equity buyout to remove non-operational risk of pledged shares
BUSINESS
Solara Active Q4: gears up for shift in pharma production from China
BUSINESS
Marico Q4: Portfolio focus on essentials a positive, accumulate on declines
BUSINESS
Laurus Labs Q4: Improving product mix and strong execution drive growth
BUSINESS
Atul Q4: Pharma and agrochem to lead the way
BUSINESS
HUL Q4: Disappointing results, but crisis track record justifies premium valuations
BUSINESS
Reliance's rights issue: Shot in the arm for debt reduction efforts; zero debt target in sight
BUSINESS
Fed April meet: Liquidity backstop to remain till sustained economic recovery
BUSINESS
Aarti Industries: Well-positioned to capture shift in chemical supply chain
BUSINESS
Facebook-Jio deal | Will it help RIL deleverage and re-rate?
Our back-of-the-envelope calculations suggest net debt can decrease by 80 percent if the inflows from the deals with Facebook, Aramco and BP are used to deleverage.
BUSINESS
The Facebook deal is a huge positive for RIL
Our back-of- the- envelope calculations suggest that net debt can decrease by 80 percent if the inflows from the deals with Facebook, Aramco and BP are used to deleverage.
BUSINESS
US FDA tailwind: Structural or situational?
BUSINESS
Pharma companies that can benefit from the demand for complex respiratory drugs
BUSINESS
Diamonds in the Dust: Why ITC presents a value-buying opportunity
BUSINESS
The global stimulus bazooka – Why market downside may be limited
