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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
Oct 06, 2020 12:31 PM IST The implementation of agri reforms calls for the development of a parallel country-wide infrastructure for the sale and purchase of crops
Sep 21, 2020 10:14 AM IST While we wait for the actual implementation of the farm bills, our preliminary analysis of the reforms suggests a positive impact on farming and Corporate India
Sep 17, 2020 09:14 AM IST Markets react to delta/change in events, numbers and narrative. Prospects of additional fiscal stimulus, geopolitical risks and uncertainty with respect to US elections will get more and more investor attention
Aug 28, 2020 08:34 AM IST The new monetary policy framework – “robust updating” - puts focus on broader and inclusive employment and is more tolerant of higher inflation before any hikes in interest rates are considered
Aug 21, 2020 09:38 AM IST While there are pockets of the markets that stand to gain in the post pandemic world, many of these stocks will have factored in earnings of many years to justify their current valuation
Aug 03, 2020 11:32 AM IST Do keep an eye on our steady earnings analysis as it is important to know who will survive in style and who will not
Jul 30, 2020 08:35 AM IST This however doesn’t take away the risks. The virus is the central risk. It can jeopardise and delay the economic recovery, leading to more financial instability
Jul 27, 2020 11:43 AM IST Indian drugmakers such as Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma and a few small-sized pharma companies such as Laurus Labs may benefit from a likely revamp of US medicare
Jul 15, 2020 09:50 AM IST Timely monsoon, strong growth in sowing acreages and healthy reservoir level augur well for agriculture and Rural India
Jul 14, 2020 09:25 AM IST A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.
