Earnings and financial condition of only a few companies influencing sentiment.
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.
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.
The Indian capital markets have seen far-reaching changes in the last 20 years. Take, for instance, the quantum of wealth created. Total market capitalisation has shot up from Rs 68,870 crore (the value of 1,191 companies listed on the Bombay Stock Exchange or BSE) in 1991 to Rs 59,84,875 crore (the value of over 4,000 companies listed on the BSE as on August 29, 2011).
FIIs have a particular bias for the last five trading sessions in the quarter-ending months of March, June, September and December.
Foreign institutional investors (FIIs) have returned with a bang. Over the last seven trading sessions, they have pumped in close to $2 billion into Indian equities. Most market players expect this to continue as they see macro headwinds easing.
The first issue is inflation, which has been widely discussed. The government is now rightly working on reversing fiscal and monetary stimulus to manage the inflation pressure.
This makes stock-picking by retail investors difficult, but market experts say they need to understand that institutional players do not have a cookie-cutter approach to investing.
New variants and innovative product categories on the anvil to beat margin pressure.
I believe the central bank has been very pro-active about introducing dynamic authentication systems like the two-factor authentication for online transactions. I believe this has really given a boost to e-commerce in India.
Markets may have initially cheered the FM's static borrowing numbers, but the picture may not be as rosy.
Aggregate figures for a sample of 43 companies (excluding oil & gas PSUs as well as those in the banking, telecom and software sectors) in the BSE 100 index suggest that operating profit margins (OPMs) were down by 63 basis points (bps) year-on-year in the December quarter and that there appears to be no major causes for concern.
There are four nodes and each of these, like Dronagiri, is also formally termed an SEZ, all part of the NMSEZ.
Restated numbers are better than the Street's expectations.
The two arms of L&TFH are L&T Finance, with its retail, micro-finance and corporate loan portfolio, and L&T Infrastructure Finance.
While the merger will see the share of the promoter group increase by two percentage points, the move has also seen a few analysts raise concerns.
After 3G auctions, analysts worried over the likely rise in debt and pressure on margins