These consistent performers are expected to maintain momentum.
Slowing growth, stronger rupee and higher local hiring to pull firms down this financial year
Premiumisation, improving demand aid realisation growth at most large firms
If customers did not see value in what we provide them at the price point at which we provide these, they would not have been there with us in such a competitive market, says HDFC deputy managing director Paresh Sukthankar.
Number of stocks trading above 50 times and 100 times earnings are at record highs. When this happened in 2015 and 2016, the Sensex fell 22.6 per cent in a little over a year's time after peaking in January 2015, while it fell by 11.3 per cent in two months from its peak in September 2016.
The continuing stress faced by corporate India has weakened their debt-servicing capability and this is reflected in the banks' books, as yet-burgeoning bad loans.
What stocks will gain from a normal monsoon?
Falling revenues, increased capex, and first full year of spectrum debt may make things worse
While UltraTech Cement has been the biggest value creator adding nearly Rs 99,000 crore to its market capitalisation, Grasim Industries has added around Rs 27,000 crore to its market cap.
Historically, overall credit has grown at 1.6 times GDP growth
At Rs 470,000 for the base petrol variant, Tigor is now the cheapest compact sedan in the country
Wonder why corporate India is showering dividends?
The use of Aadhaar on Skype Lite and LinkedIn will allow Microsoft to bring on board millions in small towns and rural areas lacking e-mail IDs.
Revenues of Airtel and Idea have been hit by falling realisation and analysts said margins would be affected by higher costs.
While companies having fewer visa holders in the US seem to be less exposed to rising protectionism, most front-line IT stocks are trading at attractive levels and, to a large extent, factor in near-term headwinds.
'The number of first-time investors into MFs can grow four times more than the current rate if we are able to accept the bank KYCs.'
HUL, the country's largest FMCG company, saw sales volume fall by 4% for the December quarter.
While the BSE's asking valuation is reasonable, compared to peers, there are some factors that long-term investors need to consider before investing.
'I expect a demand stimulus in the Budget. 'There has been such a shock to the economy that such a stimulus would be needed.'
While rate cuts may increase churn between banks, these may not boost credit offtake meaningfully.