BUSINESS
Investing in REITs? This is what you should know about the near-term weakness in property markets
What matters in the final analysis is stability of the portfolio and financial muscle of the sponsor in standing tall during testing times
BUSINESS
Shareholder returns in sweet spot as L&T reins in balance sheet woes
The company reined in its working capital to 22.3 percent of sales in FY21 from 23.7 percent in FY20.
BUSINESS
Summer of discontent: AC industry battles loss, back to back
The series of state lockdowns have resulted in sales of both room airconditioners and projects falling for the second summer in a row
BUSINESS
Inflation a key risk, but RBI actions to keep g-sec yields under check: Principal AMC
Bekxy Kuriakose, Head of Fixed Income, says that invesors are better off with short-term debt funds as risks are lower
BUSINESS
Road construction firms will steer through blip in toll collections from second wave
Construction companies have learnt to keep a liquidity buffer, enabling them to ramp up activity quickly once the situation becomes normal
BUSINESS
Investing in the domestic cyclical theme worked for our tax fund: IDFC MF
IDFC Tax Advantage Fund has been one of the best performing schemes in its category. Fund manager Daylynn Pinto shares his investment strategies
TRENDS
The key messages from the auto sales data for April
The four messages are: the mass market has been hurt because incomes have been affected; supply chains have been disrupted; falling truck rentals are a sign of a faltering economy and exports are booming
BUSINESS
Indian Hotels: Good housekeeping to become future fit
IHCL's asset-light strategy and aggressive cost-cutting have come in handy during the pandemic
BUSINESS
COVID correction an opportunity to hike exposure to specific sectors from a 3-year perspective: ICICI Prudential AMC
Senior Fund Manager, Prakash Gaurav Goel, gives his take on the mid-cap space and the path for revival in corporate earnings
TRENDS
Shifting trends in capital goods landscape amid COVID challenges
The pandemic will lead to higher automation and digitisation in a host of companies
BUSINESS
After a strong exit to FY21, will the cement sector stay strong through mini lockdowns?
Until now, it was believed that Tier II cities, where housing and rural infrastructure projects have been progressing well, are less likely to be affected by the virulent second wave. But latest data say otherwise
BUSINESS
Equity fund outflows reducing, investors slowly coming back: Franklin Templeton India
Anand Radhakrishnan, MD and CIO-Equity, elaborates on the effect the debt fund debacle had on the AMC’s equity flows, the corrective actions taken to address underperformance of schemes and more
TRENDS
Second wave casts a shadow on towering office realty market
The office leasing market had been hit hard by COVID-19, and the second wave is set to prolong the suffering
TRENDS
The auto industry recovery is at risk from COVID-19's second wave
The auto sector was already combating supply chain hiccups and rising costs. But the second wave of the pandemic is a bigger threat to its recovery
BUSINESS
Market volatility due to COVID second wave, an investment opportunity: Neelesh Surana
The CIO of Mirae Asset Investment Managers India says that the pandemic may affect corporate earnings, but offer opportunities to investors for adjusting their asset allocation
BUSINESS
COVID-19 second wave will sour fortunes of a recovering hotel sector
With revenue expansion hitting a road bump in the near term and profitability at risk, the debt metrics are a cause for concern
BUSINESS
Will Maruti Suzuki succeed in its effort to claw back lost ground?
The auto company appears to have lost its way, with nimbler rivals eating into its share
BUSINESS
ESG is a nascent concept in India, but it has already begun impacting stock prices and valuations, says Harsha Upadhyaya, President & CIO-Equity, Kotak Mahindra Asset Management Company
ESG investing is taking off slowly and steadily in India, but we’re still a long way to go before all existing schemes invest in only ESG compliant companies. But fund houses, like Kotak AMC, have begun investing in ESG-focussed research
BUSINESS
How long do we have to wait for a revival of the residential housing sector?
UBS says a property price revival is at least two years away
BUSINESS
Strong earnings growth outlook will drive markets, with brief adjustments: Mahesh Patil
The CIO-Equity of Aditya Birla Sun Life AMC expects inflation and interest rates to to remain under control
AUTO
Component makers craft EV strategies, but there is not enough spark yet
Several milestones have been achieved by home-bred global auto component champions in EVs and exports
BUSINESS
Will turn cautious if US bond yields cross 2.5%: PGIM India Mutual Fund
Higher yields in the US will dampen foreign flows into Indian bonds, says Senior Fund Manager, Aniruddha Naha
BUSINESS
Interview | Our aim is to become a pan-India cement company, says N Srinivasan of India Cements
With demand rising, improved utilisation could soften the impact of rising input costs, says India Cements MD
BUSINESS
NHAI’s asset monetisation needs to be ramped up to allay fears on rising debt
A parliamentary standing committee report has raised concerns on NHAI's rising debt burden and delayed projects. Resolving these issues are critical to sustaining growth in infrastructure development
