Ajay Modi &Amp; Malini Bhupta

Stories by Ajay Modi &Amp; Malini Bhupta

Time to buy IT and pharma stocks

Time to buy IT and pharma stocks

Rediff.com   27 May 2014

IT sector's trading multiples hit post-Lehman lows, providing good entry points.

Adani Ports & SEZ continues to ride the hope wave

Adani Ports & SEZ continues to ride the hope wave

Rediff.com   8 May 2014

Street believes premium valuations justified, as port traffic is expected to grow at a CAGR of 16% over FY14-16.

Bharti Airtel's India biz grows, but Africa still a concern

Bharti Airtel's India biz grows, but Africa still a concern

Rediff.com   30 Apr 2014

Bharti's operating margin for India wireless business grew 80 basis points sequentially to 34.9 per cent.

Latent demand, new launches to aid Maruti's volumes in FY15

Latent demand, new launches to aid Maruti's volumes in FY15

Rediff.com   28 Apr 2014

Operating margins decline to 10.3% in March quarter on one-time payouts but may recover to 12% in FY2015.

New headaches for miners after Goa mining ban lifted

New headaches for miners after Goa mining ban lifted

Rediff.com   23 Apr 2014

The verdict on deemed licences has the Street question whether Sesa Sterlite owns any mines in Goa.

India has once again become the darling of foreign investors

India has once again become the darling of foreign investors

Rediff.com   21 Apr 2014

Foreign investors are betting top dollar on the country as growth is likely to recover at a time when other emerging markets are battling macroeconomic adjustments.

Auto companies' Q4 profit to fall on higher excise duty

Auto companies' Q4 profit to fall on higher excise duty

Rediff.com   10 Apr 2014

Higher input cost is likely to weigh on Auto sector's Q4 numbers.

Delay in higher gas prices to hurt ONGC & OIL more than RIL

Delay in higher gas prices to hurt ONGC & OIL more than RIL

Rediff.com   26 Mar 2014

Analysts cut upstream firms' FY15 earnings estimates, while raising those for GAIL and Gujarat Gas.

Troubles for listed MNCs to increase in India

Troubles for listed MNCs to increase in India

Rediff.com   25 Mar 2014

Compared to their Indian peers, MNCs have higher return ratios.

2014 farm output at risk, CPI might spike again

2014 farm output at risk, CPI might spike again

Rediff.com   25 Mar 2014

Hailstorms may cause Rs 12k-cr crop damage, El Nino a bigger worry.

Capital crunch for smaller public sector banks to worsen

Capital crunch for smaller public sector banks to worsen

Rediff.com   12 Mar 2014

Capital infusion of $30 bn over two years needed amid high dividend payouts and impairment ratios.

Factors that will boost Sensex EPS growth at 16.3% in FY15

Factors that will boost Sensex EPS growth at 16.3% in FY15

Rediff.com   26 Feb 2014

Analystsare showing optimism in Sensex EPS growth after double digit growth in the second quarter of current year.

'Two sectors that could have saved the day for India are in a mess'

'Two sectors that could have saved the day for India are in a mess'

Rediff.com   21 Feb 2014

Naik is passionate about protecting India's manufacturing sector from the onslaught of Chinese imports.

FY14 CAD estimated at $40 billion

FY14 CAD estimated at $40 billion

Rediff.com   15 Jan 2014

With trade deficit falling 24% in Apr-Dec and stable capital flows, FY14 may end with a balance-of-payments surplus.

Is it time to buy stocks of public sector banks?

Is it time to buy stocks of public sector banks?

Rediff.com   24 Dec 2013

While some equity analysts have raised target prices for public sector banks, others remain cautious

Nifty50 show suggests end of downgrade cycle

Nifty50 show suggests end of downgrade cycle

Rediff.com   18 Nov 2013

The sharp fall in the rupee's value against the dollar during the July-September quarter, it turns out, has come as a boon for corporate earnings.

Is private banks' golden era over?

Is private banks' golden era over?

Rediff.com   7 Nov 2013

These have always been pro-cyclical bets but new banks could erode RoEs.

Why tightening reversal is unlikely to spur growth or lower rates

Why tightening reversal is unlikely to spur growth or lower rates

Rediff.com   25 Oct 2013

A section of the market believes RBI should hold rates as negative real rates will hurt savings and investment.

Infosys trains guns on revenue growth, reinvests rupee gains

Infosys trains guns on revenue growth, reinvests rupee gains

Rediff.com   12 Oct 2013

The fallen bellwether of the technology sector has a strategy to reclaim its lost position.

Can India Inc refinance $16-bn forex debt maturing in March?

Can India Inc refinance $16-bn forex debt maturing in March?

Rediff.com   24 Sep 2013

High interest costs and a weak rupee may raise overall debt, even as refinancing may not be an issue.