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There is a growing probability of El Niño developing from April 2026, coinciding with India’s southwest monsoon
Structural challenges have to be addressed and high-value manufacturing scaled up to unlock the full potential of the EMS sector
Supply overhang is likely to persist, affecting the profitability of players in several sectors
There are a few business models which are better placed to ride this period of weather uncertainty but caution needs to be exercised
Force majeure in European Chemicals industry can lead to significant shortfall in range of chemicals
Moving average and MACD are both in a sell mode in Coforge
Given that the cost savings from fuel efficiencies are near optimum levels, the recent jump in coal prices poses a fresh threat to the margin profile of all cement manufacturers
Bulls are still in charge in a frothy market
Housing has linkages with over 20 other sectors and sub-sectors in the economy
The overall valuations in the sector appear quite stretched and seem to factor in the long-term positives
Nuvoco has followed an acquisition-led growth strategy to scale up its business
Potential investors need to exercise more caution on the recent IPOs as many of these listing pops would turn out to be short-lived
Demand conditions for the electrical and the consumer durable sectors continue to remain challenging owing to Covid disruptions.
Asian Paints is gradually expanding its product range from paints to other categories with an aim to beautify, preserve and transform all spaces and objects in homes
The near-term trajectory for the cement companies once again appears uncertain, but government spending in infrastructure development and policy reforms are expected to boost volumes post the easing of restrictions
There exists a chance the Nifty might even touch 22,000 or even 24,000 in the next 6 months
Market valuations of Polycab India offer substantial potential for re-rerating of stock
The company is eyeing exponential growth in the mobile segment and has recently entered into contractual agreements with Motorola and Nokia for the manufacturing of mobiles under the PLI scheme
The tractor-buying season and the reduction in the number of COVID cases in rural areas are expected to bring demand back for M&M by July
Crompton Greaves has also benefited from the investing trend of flight to quality and the stock has been a big winner in recent months
Trading at a FY23 P/E ratio of about 50 times, the valuations of Havells appear to be pricing in meaningful growth beyond the pandemic
In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.
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
The revenue mix improved considerably in Q4 owing to a higher contribution from the premium and the luxury segments, primarily aided by an upswing in demand from metros, Tier 1 and Tier 2 cities.
Earnings over the next couple of quarters could be bumpy owing to the continued headwinds from COVID-19 and accelerating cost inflation
