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
SVB crisis stirs up memories of 2008 – What should investors do?
Regulators have stepped up to the plate quite promptly this time around. This is expected to hopefully arrest the situation before it snowballs into something bigger and scarier
Thermal power capacity addition hits multi-year lows amid rising demand
India’s electricity generation could fall short of peak demand this summer
With new CEO, TechM should aim at consistent business performance
Business mix improved under CP Gurnani. But the company was unable to match industry-leading growth rates
Airbus ACH160 helicopters to fly in Indian skies
Olivier Michalon, EVP - Global Business, Airbus Helicopters, emphasised Airbus's commitment to India’s vision of self-reliance by adding to the 120 plus Airbus helicopters that are already plying the Indian skies.
Be selective in agrochemical space as monsoon remains the joker in the pack
There are a few business models which are better placed to ride this period of weather uncertainty but caution needs to be exercised
Meet GCCs that are deepening India's tech industry
Global capability centres are playing a crucial role in making India an important destination for engineering R&D
Is it time to look at this quality chemical play?
There are a few positive developments, both at the macro and micro levels, which investors should take note of
Why investors should not fear heat waves yet
Crops are withstanding moderate change in climatic conditions
FMCG retail sales show signs of demand destruction in December quarter
The macro slowdown in consumption is supported by retail FMCG data. But modern trade is doing well, foods are beating non-foods and more interesting trends inside
Why Ajay Srivastava feels banks can't deliver superlative returns
Ajay Srivastava, CEO of Dimensions Corporate Finance Services, recommended investors balance their portfolios and get into fixed-income segments. "Non-MNC consumer stocks I think those are the first ones which will keep falling till they come to a peak of 2025," he said.
Availability of electrolysers pose a challenge for green hydrogen: Sukla Mistry
Mistry also pointed out other challenges regarding the production of green hydrogen, including the need for distilled water.
Extreme global weather can break UPL’s growth tempo
FMC Corp, a large US based agrochemical company, gave revenue growth guidance of 6 percent for 2023
Small pharma cos curtailing investments in the US, says Jefferies
Failure to capture market share, supply disruptions from non-compliance of current good manufacturing practices imposed by the US Food and Drugs Administration are some of the reasons triggering the move.
