BUSINESS
What’s Fuelling the Market Rally? Ceasefire, Global Deals, and FII Hopes
Given the relative valuations of Chinese markets and their long-term underperformance, a tactical momentum in Chinese inflows is to be expected and that could be at the cost of India
BUSINESS
UK-India FTA | Opportune time for cotton textiles to weave better fortunes
India’s overall textile exports, particularly cotton textiles, had stagnated over the last decade due to tariff disadvantage and rising procurement price of yarn
BUSINESS
Operation Sindoor: Will it hurt India’s tourism industry?
If the conflict prolongs, it could impact Foreign Tourist Arrivals (FTA) into the country that are key to higher revenues for airline and hospitality companies, besides raking in foreign exchange for the country.
BUSINESS
Will commercial vehicle sales stage a comeback sooner than later?
CV sales are at a crossroads given weak demand from user industries but there are some signs of improved business sentiment and reasons to believe in recovery
BUSINESS
UltraTech: Are gains from acquisitions beginning to play out?
The recently acquired India Cements and Kesoram Cement were in the spotlight in Q4FY2025 for improved performance
BUSINESS
Is the Gold Rush here to stay?
Trend reversals in gold prices are not uncommon but only when the myriad uncertainties are behind, and that is anybody’s guess
BUSINESS
Why diversified infra firms are on better ground than their highway counterparts
Few companies have met their FY2025 order book guidance, given the slack in government tendering activity, particularly in roads
BUSINESS
Tailwinds to lift IndiGo into high skies
While several factors are supportive of Indigo’s surging valuations, the industry is not sans some risks. Read here
BUSINESS
Data Story | Changing topography of PE investments in real estate
PE investors in India shifted lanes from commercial real estate that attracted huge investments in FY2024 to logistics and warehousing
BUSINESS
How hard will JLR’s pause on US exports hit Tata Motors?
A bumpy road ahead for JLR with revenue and earnings cuts in the near-term seen given the need to rework trade terms with the US market
BUSINESS
Quick Take: Will steep US tariffs warp India’s textile industry?
Intro: Given that India’s textile industry operates on thin margins, how can it hold its ground and what will be the outcome of such hefty tariffs?
BUSINESS
Larsen and Toubro's unprecedented move in global energy
With its latest achievement, L&T is not just breaking records but also paving the way for a larger role on the international stage. Here's why this development is a game-changer
BUSINESS
Data at a Glance: Will realty firms achieve pre-sales guidance for FY2025?
Pre-sales values achieved until the December quarter show that the ask rates are reasonable
AUTOMOBILE
April Price Hikes: Will passenger vehicle sales stall further?
Given the declining PV sales and rising inventory levels with dealers, all eyes are on the three to four per cent hike expected in April by PV makers
BUSINESS
Are Indian auto component firms’ earnings at risk from soft demand, tariffs?
If the US implements reciprocal tariff on Indian component imports, the impact would need to be absorbed by Indian auto component manufacturers or US OEMs, the former being more likely
BUSINESS
Retail auto sales belie hopes of broad-based consumption recovery
Recent auto retail numbers are perplexing as 2W and lower-end car sales show declining trend indicating pain at the bottom of the pyramid
BUSINESS
Is execution slowdown a sign of potholes emerging in the road sector?
The slowdown in growth of toll traffic, government capex in roads, pace of project execution by developers all point to slowdown in orders
BUSINESS
Why, despite gaining market share, is the M&M stock falling?
Over the nine months ended FY2025, M&M gained 1.9 percentage points in PV market share to about 12 percent while the shares of Maruti Suzuki India, Hyundai India and Tata Motors fell
BUSINESS
Global Tariff Tensions: Bernstein’s Venugopal Garre on risks, resilience
The Indian economy has bottomed out. The pace of recovery will, however, be slow given the lack of global support, inability to drive leverage-led growth and constrained government finances.
BUSINESS
Is the worst behind for Apollo Tyres?
A weak domestic and global environment, moderating sales in domestic and international markets and skyrocketing rubber prices have punctured investor optimism
BUSINESS
What Indian EPC companies need to brace for
Given that over the last two years, the Budget did little to rev up allocations in infrastructure the EPC sector may continue to face sluggish order flows, unless private capex takes over
BUSINESS
Why order flow challenges could mount for India’s capital goods firms
Recent feedback from the stakeholders in roads, metro rail and water segments indicates that while the bid pipeline is strong, the pace of project awards is slowing
BUSINESS
It's over to the private sector for capex
The Budget has done its best to nudge the private sector capex by encouraging PPP models in some infra segments and revving up consumer demand
BUSINESS
Economic Survey points to limited uptake of private investment in many core sectors
While the government is doing all it can to pump prime infra development, why is there slack in private capex?
