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 internals of the food inflation are worrying, given a broad-based uptick across categories that tend to be sticky, such as proteins, and a narrower-than-expected reduction in inflation for vegetables.
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.
Oil and gas sectot may not put up good numbers in Q4.
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.
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.
The sector is witnessing weak tendering.
Risk-averse investors can hold up to 10 per cent of their portfolio in gold, while aggressive ones can keep five per cent.
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
Indian Hotels, Tata Steel, Tata Teleservices, Tata Motors, Tata Power need some immediate attention of the Tata Group chairman
Check out some of the stocks that will react on the basis of their numbers in the near term.
While gold returned 12 per cent annual gain in 10 years, Nifty didn't exceed 9 per cent.
FIIs accumulated India's top-listed companies at an average valuation of around 16 times.
Combined debt-equity ratio of top companies declines but interest expenses outgrow profits.
An action on the rate front is unlikely to figure in Rajan's plan for the moment.
In the past three years, personal loans have grown at twice the rate of growth in personal disposable income, leading to a steady rise in household indebtedness. At the end of March this year, Indians owed Rs 25.2 lakh crore to banks and listed non-banking finance companies (NBFCs), up 65 per cent in the past three years.
Experts say it will now be tough for the Modi government to catch up with the UPA's economic record owing to the shock induced by the currency demonetisation.
For top IT services firms, revenue growth in FY15 was the slowest since the Lehman crisis
Its rich valuation with a PE of 62 times raises downside risk for investors
Firms have to adhere to strict compliance requirements mandated by global parents
Analysts say traders have been building long positions on expectations the BJP would sail through in the five Assembly elections
Government-owned companies are more generous in rewarding their shareholders with dividends.
Brokerages expect revenue growth at a 7-quarter high but profitability may disappoint.
Indian market has been plagued by negative sentiment and triggers
Though Indian banks don't have large exposure to subprime mortgages, analysts are worried at the rise in their restructured loan portfolios and deterioration in credit quality.
The number of infrastructure projects cleared by a monitoring group set up in the Cabinet Secretariat had increased consistently in the past year.
Analysts refuse to read too much into the early birds numbers.
Recovery seen in Q4, companies continue to focus on enhancing cash flow
Combined net profit estimated to grow 14.6% year-on-year, against a 5.7% decline in the Dec 2015 quarter
According to Rahul Rege, business head (retail) at Emkay Global Financial Services, it is difficult to track more than 10 stocks.
The combined share of customs and excise duties, service tax, and value-added tax in India's gross domestic product reached an all-time high of 10.5%.
An analysis of year-wise movements of average global crude oil prices versus India's GDP reveals no inverse correlation, contrary to wide belief.
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.
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
Promoters' holding in private sector BSE 500 companies declined to 43.4% in Sept
In the past 12 months, such earnings have grown in double digits in Europe, the US, Japan and South Korea.
Previous peak in 2010 crossed in first five-and-a-half months this year.
Operational income not covering even their interest expenses, finds study; analysts say if economy turns around, new equity issuances an option
Many giving double-digit returns, with India up less than one per cent; even so, it has done much better than other emerging markets.
Analysts say there is still no visibility of earnings improvement.
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