Investment Cycle

That international slowdown will limit the strength of the new Indian cycle, economists say.

Will macro headwinds dampen animal spirits in the domestic investment cycle?

While a recent FICCI survey points to rising capacity utilisation and an improvement in the outlook for manufacturing, rising inflation and tightening monetary policy may delay capex

Moneycontrol Pro Panorama | India Inc shapes up, will investment cycle take off now?

In today’s edition of Moneycontrol Pro Panorama: Dousing the oil fire, more upside for Lemon Tree Hotels, Start-up Street, Personal Finance, fintech fundraising catches on and more

Capex cycle recovery is still some time away despite some good data

Government capex is expected to remain elevated particularly in the light of the growing tax revenues, an endeavour to fill the void caused by the slowdown in private capex and general elections in 2019.

Kotak Conference: Pvt investment may turn positive in 9-12 months, says Expert

Investment cycle in the private sector is negative with capacity utilisation still only around 70 percent. KVS Manian at Kotak Mahindra Bank says utilisation levels will likely cross 80 percent over the next 9-12 months, and trigger investments.

Demonetisation: After pain subsides, see tax-to-GDP ratio rising to 20%: Ambit

Speaking to CNBC-TV18 Ashok Wadhwa, Group CEO of Ambit, said that demonetisation has reduced the consumption engine which was propelling the Indian economy.

Worst in banking over, see consumption picking up: Ambit CEO

It will be a few more quarters before general consumption and investment cycles pick up, said Ashok Wadhwa of Ambit Capital. He added that he expects a strong positive consumption cycle in the first half of FY18 and an uptick in investment cycle in FY19 subsequently.

Investment activity in India likely to revive in mid-term: D&B

According to D&B Economy Observer Index, while government capital expenditure has gone up, low private investment is likely to keep upturn in investment activity 'subdued' in the short term, while the medium term outlook looks bullish.

Has India's investment cycle turned the corner?

"There are early signs that the investment climate may be looking up. But, this is not yet well- spread and is concentrated in specific industries and states,"says a report by ratings agency CARE.

Rate cut would have helped restore investment cycle: Industry

Disappointed with the RBI's decision to leave policy rates unchanged, India Inc on June 7 said a rate cut would have helped restore the investment cycle as the industry continues to battle a slump in demand

Roads construction sector, rural economy doing well: CII

Private investments are still a long way from being desirable. Only a recovery in demand will incentivise the private players to come forward and put down money, says Naushad Forbes, the newly appointed president of Confederation of Indian Industry.

Expect market to remain volatile for 3-4 months: Antique

Dhirendra Tiwari of Antique Stock Broking believes eventually investment recovery will come through, though it has been delayed. Keeping that in mind, investors need to find stocks that will benefit from investment cycle recovery over the next two years

See no redemptions from DIIs; India story intact: Birla Sun

According to Sashi Krishnan, CIO, Birla Sun Life Insurance, there are signs of pick up in investment cycle, which would bring in the DIIs and FIIS that have been waiting on the sidelines.

See 7-10% earnings growth in FY17: IDFC's Limaye

According to Vikram Limaye, MD & CEO, IDFC, there is yet no sign of pick up in investment cycle and the rural economy. So, unless that picks up, it would be difficult for growth to see an uptick.

India story:FIIs like govt debt more than equity, says CLSA

This is both because of the fundamental merits of the local fixed income market and also because the government continues to open the market gradually to foreign capital, says the GREED & Fear newsletter of brokerage house CLSA

Stalled projects rise in Q2 on steel sector distress: HSBC

The impact of the steel sector has been such that the stock of stalled projects increased after falling for five quarters.

Investing cues from the first quarter earnings season

As companies report quarterly earnings, a lot of share prices are moving in sync with trends witnessed therein.

See investment cycle revival; like SBI, Maruti: PhillipCap

India's business as well as economic cycles turned on sentiment (positive) though some critics argue that the government has achieved little, but PhillipCapital finds the mechanics of the government functioning to be sound.

Committed to cut corp tax to 25% in 4 yrs: Jayant Sinha

The government is hoping to roll out the GST from April 1, 2016 and the ideal rate for it will be the one which is revenue neutral, Sinha added.

Time to start looking at indebted cos? UTI MF tells you how

Recent developments have led some analysts to believe that it may now be time to start looking at the cyclical and leveraged companies. CNBC-TV18 put up the question to Lalit Nambiar of UTI MF.

Budget 2015-16: See Budget reviving capex; no takers for beta stocks: IIFL

Arora expects the upcoming Union Budget to kickstart the investment cycle in the country. She is hopeful that the Budget will focus on reviving infrastructure growth, besides spelling guidelines for recapitalization of PSU banks

Short term correction likely; US rate hike risk seen: Ambit

Gubbi is advising his clients to buy Indian equities from a 2-3 year perspective as the long term story is attractive. He is bullish on consumer stocks, infrastructure, power and capital goods. and bearish on IT and pharma

Chance to differentiate ourself from rest of world: UTI AMC

Leo Puri, MD of UTI AMC believes it is imperative that both the Reserve Bank and the government demonstrate commitment with regard to monetary policy and reforms respectively.

'Q2 profit nos muted; investment cycle revival in 2-4 qtrs'

A Kotak Institutional Equities report says net profit of the BSE-30 Index grew 6 percent year-on-year, well below expectation of 10.1 percent growth; while EBITDA grew 1.8 percent, 3.8 percent lower than expectation.

Pick-up in eco cycle a few quarters away: Top bankers

The government's reform drive is working well to boost sentiment among foreign investors -- that's the word from top investment bankers. However, speaking to CNBC-TV18‘s Archana Shukla, the market veterans also added that a real pick-up in the investment cycle is still a few quarters away.