Demerger to cut Premji holding by 2.7 per cent, investors to get 12 per cent more for their shares.
Sep sees 94% jump in infra tendering; capital goods showing signs of stability.
While it gives clarity on one regulatory issue, the financial burden increases for the sector.
It's going to be another predictable quarter for banks. Slower credit growth, high interest rates and deteriorating asset quality will continue to haunt the sector, especially public sector banks.
First, TCS is on track to grow faster than the industry's estimated 11-14 per cent growth (in constant currency). The second quarter has seen no major shift in demand or project cancellations, which were big concerns.
This loan growth has been largely driven by the top 10 corporate groups.
There are some companies in the sector that have seen a decline in revenues but their performance is not sufficient to cause such a decline in industrial production data.
The earnings season this financial year is expected to start on an exciting note, as two information technology (IT) behemoths Infosys and Tata Consultancy Services (TCS) report their first quarter numbers on the same day. By now, TCS is expected to report a better set of numbers than Infosys.
In the past month, when the Essel Group started picking up shares of the company, IVRCL's stock has risen 31 per cent, a rare feat in a market where infrastructure stocks have been suffering due to slow movement in projects and high interest burden.
A price war started by German car makers in China may eat into JLR margins and volumes.
Analysts say piecemeal bailouts won't work, serious cash infusion is needed.
Decision to hinge on Q3 GDP, Feb inflation data and supply-side reforms in the Budget
There could possibly be some reduction in home/auto loan outgo.
Stocks of fast moving consumer goods companies have been on a roll. From packaged food to personal care products, almost every category has been clocking robust growth over the last year.
Foreign investors highlight growing risk to the India story.
Revenues and earnings to improve for companies with low forex liabilities and no forward cover.
Weakness in LME prices of copper and aluminium to hurt company in second half.
Higher returns, more liquidity draw individual investors to savings accounts.
Till October 14 this year, FIIs were net sellers in equities at Rs 1,132 crore (Rs 11.32 billion) while their debt exposure stood at Rs 20,029 crore (Rs 200.29 billion). This is the first time since 2008 that FIIs are net sellers in equities.
Frigstad, who is in India to address Frost & Sullivan's global flagship event, GIL 2011: India, The Global Community on Growth, Innovation and Leadership, spoke about issues impacting companies today and why all is not as bad as it looks.
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