Sector

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.

Still early to buy the dips, says Macquarie Group’s Sandeep Bhatia

Bhatia cautions that any negative developments in the Russia-Ukraine war that could deepen the conflict between the Kremlin and the US or NATO could potentially cause the Nifty 50 to fall below 16,000 points

India's consumption story has hit a speed breaker -- for now

Savings during the pandemic could still be supporting certain categories of discretionary consumption, but there are early signs of moderation in consumer credit and demand could further weaken in the case of a deficient monsoon

Is network expansion the booster dose diagnostic firms need?

Experts are bullish about the sector, and cite multiple tailwinds that would help drive growth, including increasing health awareness, potential industry consolidation, and more.

India asks IMF, FSB to prepare technical paper on regulating crypto

The international organisations are expected to present their joint paper during the 4th Finance Ministers and Central Bank Governors Meeting in October 2023, said a finance ministry release.

Dhanuka Agritech: Growth catalysts go missing

Weak 9M performance and limited opportunities for a turnaround continue to exert pressure on margins

Capgemini results indicate soft landing for IT services

Capgemini projects revenue slowdown in 2023 but the company continues to see decent order bookings

Pain points ease for pharma companies, but no earnings upgrades yet

Raw material cost inflation eased and US revenues grew at most large drug firms in the December 2022 quarter

Morgan Stanley upbeat on energy stocks; ONGC, Oil India top the hotlist

Analysts at the investment firm believe the earnings quality and returns of ONGC and Oil India have reached an inflection point and will see positive movement

Sumitomo Chemical India: Long-term opportunity despite near-term headwinds

Opportunity to supply technicals to its parent company showcases export potential, but near-term risks prevail

Fortunes of cotton textile industry go into a tailspin

India’s cotton textile industry is in a tight spot. Cotton and yarn prices are tumbling on the back of weak demand, particularly in big markets such as the US and Europe

Indian steel industry: Tapered now, tempered for future, thanks to changing dynamics

India’s steel industry is better placed than other countries and should witness strengthening of fundamentals, driven by better domestic demand, increased export opportunities, limited imports, and firming up of steel prices at healthy levels, says World Steel Association

Uncertainties about stake sale pull down Concor

The stock lost 17.8 percent so far in 2023 compared to a flat Nifty 50 index

PI Industries: Our optimism remains intact

A company with superior execution and solid business model

Apollo Hospitals: A credible profitability road map for pharmacy is the ask

Margin improvement continued in the mature hospitals division, but Apollo 24/7’s operating cost weighed on EBITDA

Delhivery: Valuation is on a slippery slope

Competitive intensity in the logistics sector is rising while we're seeing demand slacken across the board.