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.'
Collection dived to 75-80% in November-December from 99% after demonetisation.
HUL, the country's largest FMCG company, saw sales volume fall by 4% for the December quarter.
Axis Bank's loan portfolio quality deteriorated, with gross NPAs rising to 5.22% of gross advances.
Banks lend 60,000 cr in 8 weeks since Nov 8; Y-o-Y credit expansion slows further.
While the BSE's asking valuation is reasonable, compared to peers, there are some factors that long-term investors need to consider before investing.
Going by the pace, almost 80 per cent of the demonetised currency is expected to be replaced by end-February.
The upgrade, said Icra, takes into account the "robust internal accrual generation, leading to low reliance on debt, as well as gearing levels, and strong debt protection metrics".
'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.
A teaser loan is one where the lender offers a slightly lower rate in the initial years and then charges higher rates in later years.
Demonetisation impact: Money lenders make a comeback.
Banks have reported that banknotes worth Rs 592,613 crore have been issued to the public.
'Nobody will wait now. Everyone will come to deposit their old notes. The confidence is shaken.'
There is not much bank employees can do, but some words of encouragement from the management would have helped. Stretched working hours and the tense atmosphere is taking a toll on their health.
These sectors are seeing a marked slowdown, as consumers are postponing purchase decisions amid uncertainty and severe cash crunch, report Ram Prasad Sahu, Sheetal Agarwal & Ujjval Jauhari from Mumbai.
Unless RBI temporarily relaxes the norms on recognising of bad loans, the pressure on this front could rise in the December quarter.
New regime on loans to one party to kick in by Apr 2019.
Jio's100-million subscribers target appears an uphill task in the next one month, believe analysts. Also, the existing subscribers are already witnessing slowdown in data speed thanks to the high traffic.