Sector

Cognizant repair can make slowdown tougher for Indian IT 

If successful, the new CEO can arrest market share losses and raise competition for large deals

Sharda Cropchem: Why are we turning positive?

Near-term positive outlook and attractive valuations create room for stock upside

Budget 2023: Tepid rural allocations unlikely to derail farm inputs demand

Rural spending as a percentage of GDP is projected to come down from 1.4 percent in FY23 to 1.3 percent in FY24

Key takeaway from Budget 2023 – Simplicity

The focus is on higher capital expenditure and fiscal consolidation

Budget 2023: Measures short-circuit energy transition excitement

Budget did not specify major incentives to scale-up battery manufacturing capacities or rapid adoption of EVs

Economic Survey 2023 reaffirms the rise of EVs, but mum on challenges

The domestic electric vehicles (EV) market is projected to grow at an average annual pace of 49 percent between 2022-2030

VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar

VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe

Gland Pharma’s streak of weak results should worry pharma investors

The stock’s valuation has compressed from around 40 times FY21 earnings to about 23 times the FY23 earnings estimated figure

Rallis India: A stock for the next year?

We see an improvement in Rallis’ business in FY24 and view the recent correction as an opportunity to accumulate for long-term gains

Budget Snapshots: High personnel expenditure constrains defence capex

More than half of the defence budget is spent on personnel salaries and pensions, leaving limited funds for procurement and modernisation programmes

Weekly Tactical Pick: Why this pharma company deserves a closer look

Steady growth visibility at Laurus Labs, backed by efforts towards diversification; valuation too is reasonable

Agri-input sector: Will it get the much-needed boost from the Budget 2023?

Any development that improves affordability to farmers will augur well for agri-input demand and benefit manufacturers

Budget 2023 Expectations: Will the push for capex-led growth continue?

We believe the government would keep the infrastructure spend elevated and announce incentives, like production-linked schemes, to encourage private investments and capital expenditure

IT investors should mind the gap between orders and revenues

Amid macroeconomic uncertainty, clients are delaying project ramp-ups. Some sectors are seeing pullbacks in discretionary spends

SBI Life’s growth rates defy size constraints 

Total annualised premium equivalent increased 30 percent in December 2022, faster than for the life insurance sector 

India’s steel demand is a bright spark, but global trends dominate outlook 

Steel companies are reporting an uptrend in sales as domestic demand is on the rise. But they need steel prices, which are down due to global factors, to perk up

Why investors should not get excited about PTC India’s ownership change 

PTC India is in the limelight because of a potential change in ownership. But investors should be wary about its weak financial performance and changing business dynamics

Tata Power: Arguments at CERC show long-term solution for Mundra plant remains elusive

States are reluctant to pay higher charges. Some discoms against changing the terms of the initial power purchase agreements

Five segments drive India's core sector on a swing despite the crude shock

The benefit of favourable statistical base would wane for the remainder of FY23 because of which core sector output could tend to show lower growth on a YoY basis while improvement in domestic activity will aid sequential growth

Thermal sector recovery to continue in 2023 despite clean energy thrust

A steady increase in demand is likely to result in thermal power sector utilisation levels rising in 2023 as well

Is there a correct level to start logging into IT stocks?

Long-term investors could look to add some strong technology companies at a price correction

Nifty’s earnings mix normalises, but high valuations remain a bugbear for investors

Earnings contribution from commodities, metal, energy companies are projected to reduce in FY23 and revert to historic levels next year

NTPC: Green energy excites investors but thermal remains vital to earnings

As the company is ramping up renewable energy capacity additions, its shares outperformed the benchmark index for a second consecutive calendar year

Performance of sectoral indices in 2022: There's more bad than good

Of the 15 sectoral indices tracked on the BSE, only seven have delivered positive returns over the past year. Picking up underperforming stocks now may be better than going for multibaggers.