Power Grid investors eyeing growth revival should exercise patience
Connecting upcoming non-fossil fuel capacity to demand centres provides good opportunities. But the company's order inflows need to improve first
Demand headwinds intensify for home textile exporters
As demand ebbs, inventories are piling up at US retailers, warranting price cuts and inventory markdowns
Rupee falls below 79 per dollar to hit fresh record low
Sharp increase in crude oil stoked concerns over a widening current account deficit and inflation. So far this year, FIIs have sold around $28 billion in equities
Fintechs at the gate – regulatory intervention to gain ground
The probability of disruptors getting disrupted have increased as fintechs stare at big regulatory risks
IT companies’ defensive traits are holding up for now
Their clients may slow technology spends amid an impending economic slowdown but are unlikely to abandon upgradation programmes completely
How energy crunch altered Jindal Power’s fortunes
From less than 40 percent in FY16, utilisation levels rose to 49.7 percent in FY22 and further to 58.7 percent in May
Banking | Creative destruction of existing models will pose new challenges for regulators
The core function of banking will remain, but the way we understand a bank in terms of branches and bank officers, is going to change forever
IT will continue to receive tailwinds from strong deal activity and digital transformation
A potential economic slowdown in end markets should only have a modest impact on revenue growth for Indian IT companies, says CLSA
Auto, ancillaries, infra, real estate sectors can give positive surprises, says Atul Suri of Marathon Trends
India has relatively outperformed global markets and there is lot of confidence in India’s underlying economy
Construction sector: Better placed in current market scenario; prefer select stocks
With the revenue visibility over the medium term, and no material affect on the margins, construction space should deliver better earnings performance
Thermal power’s decade long utilisation slide begins to reverse
Thermal power utilisation levels stood at 70 percent in April-May this year, up from 61 percent in FY19
Metal stocks hammered as inflation, interest rates and export duties bite
Data shows that the export duties have hit domestic steel prices, which have continued to decline for 10 successive weeks
Here comes the sun for banks but it may burn some
A three-year high credit growth, lower credit costs and rate hikes that portend an increase in margins have created a sweet spot for banks
Start-up Street: After a blip, fintech is back to pole position for VC funds
After slowing down the pace of funding in the last few months, venture capital (VC) investors are clearly back to supporting Fintech start-ups
Large hospitals driving recovery in healthcare sector
Hospital bed occupancy levels began rising from March. Large companies expect this recovery to continue in 2022
Housing Affordability: Cities with highest and lowest rental yields
The objective of the survey titled Moneycontrol-Liases Foras House Purchase Affordability Index is to draw up a list of the top five affordable cities in India based on the homebuyers’ capacity to rent a house rather than purchase it. Manisha Gupta of Moneycontrol discusses the study criteria with Pankaj Kapoor, Founder & MD of Liases Foras Real Estate Rating & Research. Niranjan Hiranandani, Co-founder & MD of Hiranandani Group, also joins in with his take on the overall housing & rental market in India. Watch the video for more.
Prospects for rural FMCG demand revival don’t look bright, yet
While a good monsoon forecast and higher MSPs are good signs, they may not be sufficient to pull rural demand out of a hole
Retail sector: Long term looks sunny despite near-term woes
While there are near term headwinds in the form of subdued demand owing to increased prices, the long term outlook for the retail sector is bright. Market weakness should be used to add quality stocks in the portfolio
US price erosion triggers strategy rejig at Indian pharma
Drug suppliers rethink their investment strategy as continuous price erosion hurts profitability and returns from the US market
Bajar Gupshup | Indices nosedive; Sensex tanks more than 1,000 points, Nifty ends at 16,202
Sensex tanked more than 1,000 points to close at 54,303 and Nifty ended at 16,202. All sectoral and broader indices came under pressure with Nifty Bank, IT, Financial Services ending up as the biggest losers.
Cement is the pickaxes and shovels of India’s infrastructure rush
The huge infrastructure programme of the government and the return of investment demand in the private sector is good news for the cement industry
Indian paper industry: a glossy and shiny future
With only 5 percent of the world’s production share and a massive gap in per capita paper consumption, the long-term growth looks promising. Economic reforms, rising literacy rates, and an exponential e-commerce demand for packaging will only spur growth
Max Life rebounds in May, but growth winds are firmly behind SBI Life
SBI Life clocks strong growth in revenue and unit sales. Max Life sees sequential recovery in market share
Correction stabilises valuation of IT stocks before a rate hike injects more volatility in markets
Strong demand and other long-term growth drivers are intact for the IT sector. With favourable exchange rate and easing of supply-side challenges, the sector is likely to deliver good growth again in the medium to long term
