The turmoil on the Street and a continued fall of the rupee may affect growth stocks, pushing equity investors back to the relative safety of defensive counters, or forcing them to flee markets, or both.
So far, India has attracted over $20 billion in the debt segment, thanks to the rate differential.
Market hopes govt will hike capital expenditure.
Centre took Rs 1,002 bn from here in 2017-18, sharply up from Rs 904 bn a year before and Rs 123.6 bn in FY14
Most NBFCs will have to slow down their loan growth. Some of the most leveraged will have to sell a part of their assets (or loan book) to banks to raise incremental capital. Others may have to knock on the door of their deep-pocketed parents.
Crude oil prices have more than doubled, pushing up India's import bill and raising fears of a higher current account and fiscal deficit. This will impact corporate earnings.
The decline is attributed to lower salary growth and a rise in households' financial liabilities.
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
'We desire to see our children and children-in-law find legal acceptance for their relationship...' Chintan Girish Modi on how parents of LGBTQIA+ Indians have appealed to Chief Justice Chandrachud to 'consider the plea for marriage equality'.
These firms owe Rs 13 trillion to lenders and account for 55% of all non-financial corporate debt.
Profitability and cash reserves have halved since the global financial crisis.
New series points to a sharp recovery since FY14.
Crisis of growth is worsened by the challenging global environment and policy missteps. Returning to 9 per cent growth trajectory will be a tall order.
The combined weight of IT companies in the benchmark Nifty 50 index is now at a five-year high of 15 per cent as these companies continue to outperform the broader market.
For top IT services firms, revenue growth in FY15 was the slowest since the Lehman crisis
Oil and gas sectot may not put up good numbers in Q4.
The fallen bellwether of the technology sector has a strategy to reclaim its lost position.
The number of infrastructure projects cleared by a monitoring group set up in the Cabinet Secretariat had increased consistently in the past year.
Finance Minister Nirmala Sitharaman's Budget speech on Wednesday was marked by the usual thumping of benches by the ruling alliance members, but the loudest cheer was reserved for her announcement of income tax relief, which was welcomed by 'Modi, Modi' chants in Lok Sabha that also witnessed a few instances of protest by the Opposition.
An analysis of year-wise movements of average global crude oil prices versus India's GDP reveals no inverse correlation, contrary to wide belief.
A weaker rupee could aid corporate earnings through its positive impact on export intensive sectors such as information technology services, pharmaceuticals and commodity producers such as metal and mining, and oil and gas companies.
The current valuation is 38 per cent higher than the 10-year average of 22x and over 50 per cent higher than the 20-year average of around 20x.
With India's imports exceeding exports, weak rupee does more harm than good. Analysts, however, say that rupee depriciation is positive for export-oriented sectors such as IT services, pharmaceuticals, textiles and automobiles
This analysis is based on the quarterly earnings for 724 companies.
Analysts say strengthening bank's capital will boost earnings, bank needs chief with long stint to run show
Softening rural consumption and the likelihood of weak corporate earnings in the March quarter saw investors dump stocks.
An action on the rate front is unlikely to figure in Rajan's plan for the moment.
In the past 12 months, such earnings have grown in double digits in Europe, the US, Japan and South Korea.
Indian Hotels, Tata Steel, Tata Teleservices, Tata Motors, Tata Power need some immediate attention of the Tata Group chairman
With a loan book of $268 billion, India's retail banking is now ahead of Russia, Malaysia and Mexico but behind China, Brazil and Thailand
Combined debt-equity ratio of top companies declines but interest expenses outgrow profits.
HUL, UltraTech, Asian Paints, L&T, HDFC Bank top global valuation charts
With mutual funds, promoters turning net-buyers, foreign investors may have to bid up prices to raise holdings.
FIIs accumulated India's top-listed companies at an average valuation of around 16 times.
12 out of 21 public sector banks reported declines in their loan books in the last financial year against seven such banks in 2015-16 and none in 2013-14.
HUL, ITC, Nestle, Colgate, Dabur, Britannia, Asian Paints, P&G are trading at nearly 48 times. The previous record high was 53 times at the end of March 1994.
The Hinduja Group, Mukesh Ambani, Murugappa, and the Adani groups were the other gainers in the Modi regime, while Naveen Jindal and Sun Pharma groups saw the most erosion in their m-cap in the last five years, reports Krishna Kant.
During the dot-com bubble, it had touched a high of 1.9.
While gold returned 12 per cent annual gain in 10 years, Nifty didn't exceed 9 per cent.
The benchmark Sensex companies' underlying earnings per share are down 3 per cent (on a cumulative basis) since January 2015, against 25 per cent rise in the index value during the period
