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May 14, 2021 12:10 PM ISTIn terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.
May 14, 2021 09:59 AM IST With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half
Apr 29, 2021 08:49 AM IST Even though the next few months of payroll data are expected to be exceptionally good, the Fed will give due credence to the weak macroeconomic situation elsewhere in the world before hinting at a rate hike cycle
Apr 26, 2021 10:35 AM IST Given improved demand scenario in developed markets and ebbing of health crises elsewhere, India’s export oriented sectors – IT, pharma and chemicals – are expected to outperform in the short to medium run
Apr 26, 2021 10:30 AM IST Countries having high coverage of COVID jabs have seen a sharp decline in death rates as the vaccination coverage picked up
Apr 20, 2021 10:11 AM IST Dr Reddy’s, Gland Pharma, Strides, Cadila, Aurobindo are some of the names that merit a close watch as operating leverage plays out
Apr 12, 2021 10:25 AM IST Multi-year opportunity awaits Indian vaccine manufacturers such as DRL, Gland Pharma, Aurobindo Pharma and Cadila Pharma
Apr 07, 2021 11:00 AM IST Given that the reviving global demand, supply-chain disruptions and hardening of bond yields augur well for commodities, we expect that metal stocks will continue to outperform the broader markets by a significant margin.
Mar 12, 2021 09:40 AM IST Enough margin of safety for an acquirer of PSU banks
Mar 01, 2021 09:27 AM IST Bottom-up stock pickers should wait for sudden reversals to buy into well run businesses, taking advantage of a two-way market of 2021.
Feb 24, 2021 10:30 AM IST Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation
Feb 02, 2021 10:35 AM IST Despite the expressions of intent, the actual capital expenditure is far short of being called a game changer
Feb 01, 2021 07:32 PM IST Focus on creating health infrastructure in the Budget 2021 is clearly an incrementally structural move which should indirectly benefit all the domestic oriented companies
Feb 01, 2021 07:04 PM IST The markets now have many reasons to believe in the earnings growth story beyond FY22
Jan 04, 2021 02:41 PM IST Several factors could play a push and pull for crude prices in 2021 and must be watched for
Dec 30, 2020 10:48 AM IST We expect 2021 also to be a year of moderate positive return on the Index level and smart money should have a bottom-up approach of chasing businesses that can offer alpha
Dec 23, 2020 11:04 AM IST Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.
Dec 17, 2020 09:27 AM IST Many of the names so far have been shunned by investors, justifiably, on concerns about business growth and asset quality, but they may seem attractive seen with a new lens
Dec 16, 2020 10:41 AM IST The government appears to be ready to bring in needed amendments, and we feel with appropriate amendments these loopholes can be addressed
Nov 23, 2020 11:39 AM IST Holding company discounts may narrow to 20 percent
Nov 18, 2020 08:39 AM IST So while this is a great news for LVB depositors and also for the regulator to find a foreign buyer with deep pocket, it doesn’t alter the competitive landscape of Indian banking sector.
Nov 06, 2020 12:45 PM IST At this critical point, the Federal Reserve has a crucial role to play to meet liquidity needs
Nov 03, 2020 09:13 AM IST Disaggregate data points are directionally pointing at a much firmer recovery than anticipated
Oct 14, 2020 09:40 AM IST Healthy monsoon indicates a strong harvest this kharif season. Good soil moisture and water reservoir levels indicate a strong Rabi produce. That's positive for agri focussed companies
Oct 07, 2020 10:16 AM IST Downward revision in gas prices negative for upstream gas players, but positive for downstream gas marketing companies, fertilisers, tiles and power sectors
