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Kotak Institutional Equities Research

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Has RBI underestimated the slowdown in economic activity?

Most analysts expect the note ban to sharply hit GVA growth in Q3 and Q4, and the central bank's stance is being called into question.Business Standard's Ishan Bakshi reports.Illustration: Dominic......

Cash Crisis: Day 8: Aaj ki Taaza Khabar!

IMAGE: Hiraba Modi, the prime minister's mother, after she exchanged Rs 500 and Rs 1,000 at a Gandhinagar bank.   Demonetisation: Real estate resale market hits a wall Activity in the sale......

Hiring by top 4 Indian IT companies dips 43% in Sep quarter: Report

Decline in hiring is not a surprise and is consistent with slowdown in growth rates and efforts of Indian IT to drive up productivity, says the report Total hiring by top-four Indian IT companies......

Nifty ends below 8,700; US jobs data eyed

IT majors weakened ahead of the September US jobs data and telecom stocks ended lower Markets ended lower on caution ahead of US jobs data, due for release later today, could raise the prospects......

IT biggies expect weaker September quarter

Investors will look at how TCS has performed when it announces the quarter's results on October 13, and the forecast from Infosys on October 14 The country's top software exporters are expected to......
  Web results for Kotak Institutional Equities Research
Has RBI underestimated the slowdown in economic activity?

Most analysts expect the note ban to sharply hit GVA growth in Q3 and Q4, and the central bank's stance is being called into question.Business... ...

http://www.rediff.com/money/report/has-rbi-underestimated-the-slowdown/20161209.htm
Demonetisation aftershocks may short-circuit Q2 earnings recovery of firms

A sector-by-sector analysis of the September quarter earnings and the pain each faces as consumers hit by a cash crunch keep a tight hold on their... ...

http://www.livemint.com/Money/n53FPAbOlUyIEtJ9Ka386M/Demonetisation-aftershocks-may-shortcircuit-Q2-earnings-rec.html
Struggling for growth and margins

There may be some succour on the margin front, thanks to a sharp rupee depreciation ; but considering revenue growth is a worry, margins too, may... ...

http://www.livemint.com/Money/jlgoyFuShlrBc6vurHLLaM/Information-technology-Struggling-for-growth-and-margins.html
ICICI Bank, other lenders sue Essar for default in US project

In other news, Baring PE Asia MD Bala Naidu quits and AU Financiers finalizes investment banks to manage IPO process Mumbai: Mint brings to you... ...

http://www.livemint.com/Companies/agvcWRvROLx0oLkDgAJmaP/Deals-Buzz-ICICI-Bank-other-lenders-sue-Essar-for-default.html
Reserve Bank may go for 25 bps rate cut today

Banks are flush with money, thanks to the demonetisation exercise announced by Prime Minister Narendra Modi. But how much of it is likely to... ...

http://www.deccanherald.com/content/585191/reserve-bankamp8200may-go-25-bps.html

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