SECTOR
A 5-point roadmap to doubling farmer income by 2022
India is looking to double farmer income by the 2022, a plan which many experts feel is ambitious. Yet, with proper implementation of rural reforms, the target may still be within reach.
MONEYCONTROL-RESEARCH
GST on gas: A win-win for both gas transmission cos as well as end-users
Last few days have seen a lot of noise around the inclusion of natural gas under the GST tax regime. With keen interest from oil ministry in support for the proposal, it seems like the next big topic for the GST council meeting.
BUSINESS
Agrochemical industry looks set to log growth after a downturn
We stay cautiously positive on the sector like Rallis India and Coromandel Industries. We are convinced with the business model of PI, Dhanuka and UPL and suggest to buy on dips
BUSINESS
Shalby Hospitals: High debt levels, aggressive pricing offers little comfort
Given the slightly stretched valuation of the issue, we do not expect near-term upside for the IPO investors. Invest only if you have a very long-term investment horizon.
BUSINESS
GDP – recovery or a post GST bounce?
GDP showed a recovery at 6.3 percent vs 5.7 in Q1FY18. A closer look at the GDP deflator shows that while there is a sequential rise, it is still lower than its peak and thereby hinting at sub-optimal demand in the system
STOCKS
Agrovet to pull its weight for Godrej while property & consumer biz on track
Agrovets’ performance remained near flattish. Overall, the businesses gained some momentum post the subdued activity around GST implementation.
BUSINESS
Tata Group stocks that investors should keep on their radar
One year since the change of guards at Bombay House, the street is abuzz with rumors of restructuring and pulling up of underperformers in the group. Some of it is beginning to take shape.
STOCKS
After a poor Q2, Gujarat Gas's recovery rests on improving volumes
Contraction in sales negatively impacted the overall cost of raw material during Q2 due to lower pass-over of the expensive LNG costs.
COMPANIES
Indian Oil Q2: Shutdowns dent performance, Paradip to drive profitability
Despite a weak Q2 earnings performance, IOC seems to be positioned for future growth with an improvement in GRMs and steady sales volumes.
STOCKS
PI Industries: New launches in domestic market & commercialisation of 3 projects to drive growth
Despite a weak performance in Q2 of this fiscal year and H1FY18, there seems to be greater visibility for growth in the coming quarters.
