While Infosys has increased the margin guidance for FY21 by 100 bps to 24-24.5 per cent, analysts believe there will pressure on near-term margins as discretionary cuts - promotions and travel, headcount addition, record utilisation, and wage hikes start to reflect on costs.
With all the safety equipment that it features, the S60 could be the smarter, more mature sedan alternative that consumers in this price category want, says Pavan Lall.
While small-caps have delivered higher returns than their large-cap peers, investors would do well to recognise the incremental risk of investing in these companies.
Investment in market leaders with a safety-first approach could yield reasonable returns across sectors.
Bajaj Auto and TVS Motor are the largest exporters in the listed space with export revenues of Rs 12,000 crore and Rs 5,000 crore.
After selling brands like Pulsar, Boxer, Platina and RE in over 70 countries, Bajaj Auto plans to enter Thailand this year followed by Brazil next year.
For those who've always wanted to drive a BMW in India, the 2 Series is easily the most fun to drive everyday car that money can buy.
Among the key concerns of the Street is market share losses in growth segments, led by higher competitive pressures.
While Covid-related sales may come down going ahead, analysts expect the company's domestic sales to outperform the market, led by the chronics portfolio, which accounts for 55 per cent of sales.
Was Kerkar duped by his employees, as he claims, or did a cocktail of greed, poor cost control and bad management bring the travel firm down, wonder Pavan Lall and Aneesh Phadnis.
For Hero MotoCorp, India's largest two-wheeler company, it's a calculated gambit to revive Harley-Davidson whose ride in India has been anything but easy since it got here.When automotive firms embark on alliances, it's a roll of the dice on how such marriages will play out.
The latest Hyundai i20 is an exciting car, given the overall drive experience, transmission, ride quality and tech. And while it may not be as low cost as a Maruti or come with the "heavy German steel-feel" of the Volkswagen, it does carve out a niche for itself at pole position with a combination of technology, styling, drive and ride comfort, and low cost of ownership, says Pavan Lall.
Rising commodity costs, coupled with other marketing-related expenses, could weigh on profitability in the coming quarters.
India wasn't applying widespread crash testing like foreign countries do, so manufacturers didn't see the need for an investment focus on safety. Customers rarely walked into showrooms asking for the safest car. They wanted the cheapest or the most fuel-efficient or the best-looking car.
Automakers are caught in a chicken-and-egg situation: Prices have to come down if volumes are to increase, and volumes won't increase unless prices come down, notes Pavan Lall.
What worked for Hyundai in India when so many other auto manufacturers have had to eat humble pie? Pavan Lall finds out.
Intimate getaways offered in the form of homestays by hotels are proving to be the flavour of this extraordinary and difficult time. Not far from cities, they offer a pleasant respite from homebound lives, says Pavan Lall.
On the highway, it pulls along with ease and offers smooth commuter ride and drive experience, and also has little competition, says Pavan Lall.
Quality-wise, and on the fun-to-drive scale, the T-Roc is in a league of its own, notes Pavan Lall.
Master tailors, textile manufacturers and custom clothiers, however, say the upcoming festive season, reinvention in the form of new collections and digital outreach are salvaging the situation somewhat.