Sector

Chart of the Day: Railway freight traffic growth changes to the normal track

Freight traffic growth slowed to 3.5 percent in the second half of FY23 from 10.1 percent in H1 FY23

Discovery Series: Krsnaa Diagnostics -- Multiple catalysts at work

Business fundamentals look solid and the growth potential is very promising

Supply glut clouds sales outlook for agrochem companies

After FMC Corp, Bayer has projected slower growth in calendar year 2023

Power Grid flexes its muscles in competitive bids

The company has won majority of the projects awarded through tariff based competitive bidding (TBCB) in FY23

Chart of the day: Fertiliser subsidy may drop below budget estimates in FY24

The fall in raw material prices accelerated since the Union Budget on February 1

Investors should mind the difference between Accenture and Indian IT firms

Accenture is more diversified than India listed IT firms

Coromandel International marks strategic entry into new growth segments

A stock well positioned to benefit from the growth potential in agrochemical/industrial chemical space

India’s life insurers to get the last hurrah on growth before flatlining

The month of March could show sharp business growth for life insurers as Indians make their final dash to secure tax-free insurance policies before new rules kick in 

Economic fallout of banking crisis a bigger risk for IT sector

If the banking turmoil adds to consumers’ anxiety about future incomes, it could trigger a deeper economic slowdown  

A hospital stock with best-in-class operating numbers, growth template

Aggressive long-term expansion plans are in place with brownfield projects to be margin accretive for Max Healthcare in the near term

Why this high-quality midcap deserves a look

With the economy gaining momentum and supply challenges abating, Control Print is poised for strong growth

Chart of the Day | Electricity demand exceeds FY22 levels in 11 months 

Electricity usage projected to scale new highs in April 2023 

Brokerage firm Nirmal Bang sees favourable risk-reward in pharma

Pharma companies are likely to experience a recovery in margins, thanks to the easing of raw material costs and a reduction in price erosion in the US market.

Three charts that illustrate the US banking crisis

The markets are pricing in a 100 basis point cut in the Fed Funds rate in one year 

TCS' CEO exit makes leadership changes a key factor to watch

If he retired from TCS, Rajesh Gopinathan's tenure would have lasted for 13 more years. The new CEO's tenure will be for 7-8 years before he reaches retirement age

TCS management change: A surprise move, but not a setback

As deal wins gain ground, the IT major from the Tata stable is well placed to gain from this ongoing trend

Banking rout – A few bad apples, or is the whole barrel at risk?

Established Indian banks are better placed to weather the current storm 

Credit Suisse fallout 'more relevant than SVB but not disruptive', says Jefferies

Jefferies predicts a 'softer impact on banking in India' as foreign banks constitute only 6 percent of banking assets, of which Credit Suisse accounts for 1.5 percent

Cipla’s US home run faces regulatory hurdles

Launch of two high value products faces delays and its manufacturing plants are under regulatory scrutiny 

Aatmanirbhar in defence: Spot the chinks in the armour

An international report reveals that India was the largest arms importer between 2018 and 2022 despite its drive to achieve self-reliance in defence production 

Channel checks by ICICI Securities reflect mixed price, volume trends for Specialty Chemcials cos in January

ICICI Securities has a "buy" rating on Gujarat Fluorochemicals, Archean Chemical, Tatva Chintan, EPL, Chemplast Sanmar, PCBL in the specialty chemicals basket, along with a "hold" call for industry leader SRF.

Hospitals' defensive credentials on display, but investment risks abound

Hospitals have inelastic demand and pricing power. But hospitals are capital intensive businesses and expansion puts stress on financials

The Day After: Of bank runs, failures and bailouts

The US banking system is dealing with the fallout of what happens when the central bank creates a more than decade-long easy money bubble and then tries to prick it in a short time 

SVB shows the perils of regulators fighting the last war

Worries have focused on credit and liquidity risks rather than interest rates