BUSINESS
Interview | Central banks, more than fundamentals, driving market rally, says CIO of ICICI Prudential AMC
We are at the worst point possibly in the economic cycle but not the market cycle, says S Naren
TRENDS
WFH puts office property market at a crossroads
Is there a change in sentiment that might reverse the WFH model and draw employees back to their office in India? Will companies adopt WFH as a new normal to save costs? The jury is still out, says a report from Kotak Institutional Equities Research
BUSINESS
Will new chief Thierry Bollore be able to steer JLR out of its existential crisis?
JLR’s fundamentals show a battered auto company facing stiff competition amid rapidly changing technological and market dynamics, apart from the pandemic
BUSINESS
Interview | Automakers are looking to increase volumes first and foremost at present: R C Bhargava
BUSINESS
Will REITs bring back investor confidence in realty?
Fueling the optimism is the 20 percent plus return given by the Embassy IPO since its listing compared to a negative return by the BSE Realty index during the period
BUSINESS
The need of the hour in infrastructure is to think beyond boycotting China and build expertise
Will cancellations of contracts given to Chinese companies and re-tendering processes cause delays in infrastructure development? Or will pushing back Chinese investments benefit infrastructure companies at home?
BUSINESS
As hopes of government sops wane, auto investors stare at bleak prospects
SIAM’s repeated requests to the government for a temporary 10 percent cut in GST across auto segments, are justified. Also, an incentive-driven scrappage policy and procurement programme for diesel/CNG business by state transport undertakings could spur sales and alleviate tepid demand
BUSINESS
Surging diesel prices a tipping point for auto industry
A series of events such as BS-VI compliance, rising cost of insurance and narrowing fuel price differential are together driving India’s auto industry to re-look at product and market strategies
BUSINESS
Luxury hotels may be the last to recover from the pandemic
Occupancy rates of luxury hotels may drop to 30-40 percent, a multi-year low and a steep fall from an average of 65 percent in FY20 and 69 percent in FY19, say analysts
BUSINESS
BS-VI transition concerns ebb for two-wheelers as rural tailwinds boost sales
With the virus showing little signs of abating, commuters in semi-urban and urban areas would shun public transport for some time. At the same time, salary cuts and concerns on job security may push consumers to opt for relatively low-priced options
BUSINESS
It’s not just the pandemic that may prevent L&T from achieving its high RoE goal
Return ratios will be under pressure due to elevated need for working capital
BUSINESS
Will the India-China stand-off drive India’s auto industry to Atmanirbharta?
Although there has been no formal announcement by the government to ban imports from China, the industry’s concerns are not unfounded
BUSINESS
Home developers caught between high costs and the need to drop prices
Will residential property prices see a steep correction soon?
BUSINESS
Hefty impairment charges raise doubts over auto firms’ global aspirations
Apart from supply-chain management amid political tensions and tariff negotiations between countries, auto companies are facing shorter cycles of innovation, product development and production.
BUSINESS
Why cement companies prefer to conserve cash over growth in the near term
BUSINESS
Investment demand will be hit hard by delay in capex revival
With capacity utilization low even before the pandemic hit and with no resources for capex by central and state governments, it will take a long time for the capital goods sector to rebound
BUSINESS
Heavy commercial vehicles stare at another year of pain before gain
The worst is not yet over for heavy commercial vehicles
BUSINESS
Life after the lockdown for NHAI is a collection of potholes
The new challenges come in the backdrop of a grim fiscal 2020 when toll revenue growth was negligible
