3 Point Analysis | OPEC meet begins: What to expect?
Sakshi Batra does a 3 point analysis on what are the expectations from the OPEC meet and what could be each member nation's stance.
Here’s what to expect from today’s OPEC meet
OPEC’s meeting in Vienna, which kicks off today, will decide the cartel’s future course of action. We look some major developments in the oil world, which could be taken up at the meeting
Can HUL's GSK unit acquisition revitalise health drinks business
HUL, along with its formidable retail reach and marketing acumen, will bring new life in the heath food drinks segment, which is dominated by GSK's Horlicks and Boost
3 Point Analysis | HUL bags Horlicks: Big leap in food segment
There is a bit of a flux in the Indian FMCG space as far as repositioning/acquiring or testing the beverage space is concerned.
3 Point Analysis | What to expect from RBI MPC meet
The MPCs commentary on the interest rate, outlook on the policy stance and liquidity will be keenly watched by the market, as the committee is expected to maintain status quo on interest rates.
RBI credit policy: No rate action and signs of a truce
This is the first policy after the rift between the Reserve Bank of India and government came to light and the tone and measures will be the first sign of who is ceding ground.
RBI credit policy: Status quo likely; lower inflation, slower growth may change tone of policy stance
If expectations come true, after a three-day meet from December 3 to 5, the 6-member Monetary Policy Committee will keep its key policy repo rate unchanged at 6.5 percent
3 Point Analysis | GDP and corporate earnings: The missing link
There is a good 0.6 percent difference in the revised GDP and the question remains, if real GDP numbers are higher, why is corporate sales performance so low?
What the new GDP data says about corporate earnings, and doesn't
It was earlier believed that the real GDP growth was higher during the UPA regimes pre-2014 and that the domestic economy remained largely insulated from the global recession in 2009.
3 Point Analysis | Defence sector: Q2FY19 review
Chaiti Narula does a 3 point analysis of the defence sector's Q2 performance, and also looks into how hardware manufacturers could perform in 2019, as a valuation rerating is long overdue.
3 Point Analysis | Hotels Sector Q2 : Review & outlook
Sakshi Batra does a 3 point analysis of the hotels sector and identifies the stocks that could outperform peers in the upcoming quarter.
Hotels sector Q2 review: Make hay while the sun shines
Companies are now strategically concentrating on expanding the retail and mid-corporate segment, where there is more pricing power. This would help to improve margin, given the upcycle phase in the industry
RBI listing diktat: Should you avoid or buy small finance banks?
Both Equitas and Ujjivan are at a vantage position to capitalise on the weak competitive environment due to the comatose state of most public sector banks and the challenging funding environment for non-banking finance companies.
3 Point Analysis | Construction sector: A contrarian investment bet
Strong order books and better Q2 earnings have made the stocks of these 18 construction companies a good option for investors.
3 Point Analysis | Reviewing housing finance companies
Sakshi Batra does a 3 Point Analysis on the current funding situation, its likely impact on growth, asset quality and profitability of housing finance companies.
Pressure mounting on profitability of housing finance companies; Buy HDFC
Challenging times ahead for housing finance companies amidst tight liquidity scenario
3 Point Analysis | Tyre Companies' Q2: Volatility to persist
Sakshi Batra does a 3 point analysis on how tyre manufacturers like CEAT, Apollo Tyres and MRF performed in Q2.
Tyre makers Q2 FY19 review: Higher raw material cost weighs on profitability
Amid market volatility, sluggish industry demand outlook and significant rise in raw material cost, stock prices of tyre companies have come down significantly from their 52-week highs
3 Point Analysis | Which gas stocks should you invest in post Q2?
Sakshi Batra does a 3 point analysis on the oil and gas companies that investors should consider adding to their portfolio.
Q2 FY19 review: Earnings mixed; accumulate IGL & MGL from the gas space
Given the macro opportunities, we remain positive on the sector's growth story
3 Point Analysis | Cement Sector Q2: Price outlook weak; Focus on cost efficiencies
Sakshi Batra does a 3 point analysis of the second quarter performance of some of the large and mid-size companies in the sector to check which ones are worthy of long-term investment at this juncture.
Cement Sector Q2 review: Price outlook weak; focus on cost efficiencies; Prefer Ramco and Star Cements
The industry is traversing through a challenging landscape and the anticipated upcycle in the sector does not seem likely in the near term. In the current environment, we prefer companies with strong market positioning and strict cost focus
3 Point Analysis | Should RBI heed to govt on easier PCA norms?
Sakshi Batra does a 3 point analysis on whether the time is ripe to relax PCA norms in order to permit greater flow of credit
3 Point Analysis | Motherson Sumi: Sound business, attractive valuation
Sakshi Batra does a 3 point analysis on the earnings fine print and the outlook on the company.
