India Inc's young minds highlight the need for speed in the decision making of the economy's key issues.
Sectors that will drive profit growth include refineries, private banks, capital goods, cement, fast moving consumer goods, metals and oil & gas. Sectors with disappointing growth are public sector banks, construction, media, pharmaceuticals, steel, textiles, telecom and tyres.
'The markets have corrected almost 8-9 per cent from their highs, so one can accumulate quality stocks at reasonable prices.'
Since January this year, Indian exporters have begun to dread the shipping news. That's because most of it would be about another lot of shipping companies deciding to avoid Indian ports on account of delays.
'There is still scope for selective stockpicking.'
Many analysts find market expensive, even at current levels.
Apple Inc is commencing assembly of its iPhone 12 model in the country, a move that is expected to help the US tech giant further consolidate its position in the burgeoning smartphone market in India. Apple has partnered with third-party manufacturers like Foxconn and Wistron to make some of its phones in India. These include iPhone SE, iPhone 10R and iPhone 11.
The broader markets, however, outperformed the benchmark indices -- BSE Midcap and Smallcap indices ended up 0.6%-1%.
India Inc looks all set to grow at a slow pace in the current financial year. That is, if the financial performance of Corporate India for the first nine months of 2007-2008 is any indicator of things to come.
'At this moment, investors should look for relative value within sectors and clear visibility (third-wave-or-not) on earnings delivery.'
The market seems to have rewarded stocks in advance building in the Q1 forecast. Investors need to take a cautious stock specific approach to avoid disappointments.
He said he will be 'cheering from the outside' and urged Flipkart team to continue with the momentum.
Mid-caps in cyclical sectors such as cement, financials and capital goods estimated to earn much more
There is positive correlation between crude oil prices and Indian equities and investors can expect more upside after the recent rally in Brent crude price.
Only six sectors are likely to report good set of numbers in Q4 FY15.
The deal would allow Japan to export nuclear technology to India, making it the first non-NPT signatory to have such a deal with Tokyo. It would also cement the bilateral economic and security ties as the two countries warm up to counter an assertive China.
What stocks will gain from a normal monsoon?
The Association for Democratic Reforms has stated in its report that 87 percent of the contributions or donations made to political parties in the past eight years were from business houses. The corporate houses contributed Rs 378.89 crore, constituting 87 per cent of the total contribution from known sources of political parties.
Brokerages expect Nifty50 firms to post 11.8% growth in net profit in Q1 but sales may decline
Project, infrastructure sector emerged as the top employment generator in March with 12 per cent rise in demand while petrochemicals industry reported 9 per cent growth.
'The market won't wait for earnings to recover.'
In power, Mamata Banerjee has tried to bury the ghost of the past, but it might still be work-in-progress. Big-ticket and eye-grabbing (in terms of investment size) projects are still few and far between, reports Ishita Ayan Dutt.
'India is still a cash economy.' 'For a common household, almost everything from grocery to maid services is paid in cash.' 'The demonetised notes account for 85 per cent of the currency in circulation.' 'Until fresh notes flow back into the economy, day-to-day transactions ordinarily done in cash will be impacted.'
Some of these proposals came from big names of India Inc., such as Birla Cement, Steel Authority of India Ltd. and Jas Infrastructure and Power Ltd.
Prabhu's maiden Railway budget is high on vision.
While some companies used that to become world leaders, others squandered it by over-borrowing.
Sachin Bansal, who had co-founded Flipkart with Binny Bansal in 2007, would exit the company
Almost 53 per cent of the companies covered by the survey felt that high cost of credit was creating a problem for India Inc.
Dividend payouts seem recession-proof.
In 2008, the 13 companies on the list accounted for 34 per cent of the overall m-cap.
Analysts expect robust earnings growth from the financial sector.
HUL, UltraTech, Asian Paints, L&T, HDFC Bank top global valuation charts
Consumer businesses come to the rescue of large conglomerates in the midst of a meltdown in commodities.
For India Inc, latest GDP figures signal a turnaround.
If Android One succeeds, it will only cement Pichai's so-called position as the most powerful man in the mobile world.
