Despite the ups and downs, the home financier is able to sustain its spreads and report the same loan growth Q-o-Q; so predictable that analysts sometimes find it boring.
A weaker rupee is good for technology firms, as it improves margins and shores up earnings.
In conversation with Shubhashish and Arijit Barman, Rakesh Arora, managing director and head of research, Macquarie Capital Securities (India) Pvt Ltd and among the most authoritative metal analysts in India, says companies should start taking environmental laws more seriously.
UBS Securities, broking arm of the largest Swiss bank, and Australia's Macquarie Equities Research are the most bearish.
The enactment of the new Mining Bill is likely to have a negative impact on existing pure-play mining companies, with their profits impacted by as much as 12 per cent, global research firm Macquarie says.
Professor Clive Williams, of the Centre for Policing, Intelligence and Counter Terrorism at Macquarie University, New South Wales, said the threat should be seen as a deliberate ploy to destabilise India, and warned that if its warning was not heeded, action could follow soon.
Reliance announced energy asset sales worth around $ 16 billion; end of the investment cycle in telecom; bringing net-debt to zero in 18 months; value-unlocking options for real estate and financial assets; listing of telecom and retail in five years; and focus on dividends.
Maybe Modi could ask a patriarch of the stature of the late G D Birla to flesh out the details of a new company to manage government land privatisation.
Morgan Stanley removed banking stocks from its model portfolio when it slashed its weighting on the sector by 500 basis points. Several foreign brokerages, such as UBS, JP Morgan, and Credit Suisse, of late, have also become less optimistic about banking stocks.
The COVID-19 pandemic has not only affected outpatient services, but also led to deferment of elective surgeries, and resulted in the loss of medical tourism, all of which would hit the FY21 financials.
Global investors are fast losing appetite for equities, as deflation seems more of a reality. With commodity prices collapsing, few safe havens are left for investors, with many of the BRICS(Brazil, Russia, India, China and South Africa) losing their charm.
After clocking low monthly growth, India's industrial production is likely to go back to double digit growth in March on the back of fiscal and monetary measures taken in the last few months, a research firm said.
The benchmark index Sensex will continue on its growth path and may even scale 18,000 level by 2010, experts say, notwithstanding the six per cent fall it saw on the day of the Union Budget.
Brokerages in India as well as foreign firms that track Indian companies have started corporate governance checks on the companies that they analyse after major foreign institutional investors as well as other investors raised doubts over the reported numbers, in the wake of the Satyam Computers scam.
For non-banks, the IL&FS crisis was nothing short of India's Lehman moment, which has for a foreseeable future reset the sector on multiple grounds.
JLR volumes could hit million units by 2019, stock trading at discount to other premium automakers
De-allocation could raise import bill by $3 billion, add to coal shortage.
International brokerages, especially those which have made recent entry into the domestic market, are lining up to acquire the institutional broking business of the city-based Brics Securities.
Indian cable companies may lose close to $200 million (about Rs 800 crore) in foreign investments this year as companies like Macquarie, Carlyle, Providence and Liberty Global
Michael Clarke and Simon Katich famously clashed physically in the dressing room when they were Test players and this week they have become embroiled in a verbal disagreement over Australia's commitment to be less aggressive on the pitch.
International Finance Corporation will take up 18 per cent stake in domestic stocks and commodities brokerage firm Angel Infin Pvt Ltd for Rs 152 crore. US-based Goldman Sachs and Australia's Macquarie will pick 40 per cent stake in PTC India Financial Services Ltd, a non-banking financial arm of power trading firm PTC India Ltd, for Rs 155.74 crore (Rs 1.55 billion).
Attend the Australia Roadshow 2005 for information on further studies in Australia.
Steel Authority of India Ltd is poised to outpace its metal sector rivals, including private players giants like Tata Steel and Hindustan Zinc on the stock market radar going forward, the analysts believe.\n
Darren Lehmann, the Australia coach during the infamous ball-tampering scandal, feels then captain Steve Smith shouldn't have turned a 'blind eye' to the ill-fated plan during the Cape Town Test against South Africa.
Foreign cable companies like Liberty Global Inc, Macquarie Media Group and Star Group want the prime minister to intervene in the digital broadband policy initiatives for the cable industry.
Is an MBA just about Placements, Package, Profile and Prospects?
Select companies in infra, capital goods, private banks, auto, oil & gas, and mining could be considered by investors.
Day 1 saw Microsoft make the highest number of offers while Intel emerged as one of the top recruiters on Day 2.
The India captain says he has learnt from his past experience and does not expect to get involved in any confrontation with the Australians during the upcoming four-Test against Australia.
A 29-year-old Indian IT analyst died on Thursday after allegedly falling from the balcony of the third floor of an apartment in Sydney.
Mobile companies are now gearing up even faster to get a slice of the Indian telecom market by offering the latest technology, design and the lowest pricing to woo Indian consumers.
Tim Rocks, Global Equity Strategist of Macquarie Securities, is bullish on banks and property stocks in Asia and India.
PE giants Apollo, Bain Capital and Advent International are keen to pick stake in Viom
After much speculation on whether CSN will put in a counterbid or not, it finally did a 475 pence per share bid against Tata Steel's 455 pence per share offer.
The sale of Essar Oil was India's biggest deleveraging exercise undertaken by any debt-heavy group
Major global indices like CAC 40, DAX Shanghai Composite, Hang Seng, Nikkei, Straits Times, Sensex, Nifty have lost 1% - 10% in a week
Delay in the recovery in earnings has led Macquarie, Barclays and Ambit to downgrade Indian shares over the last few days.
Hopes of revival and earnings growth in 2020, surprise tax cuts, and robust foreign flows - thanks to easy global monetary policies - are a few reasons why the markets have managed to digest the low GDP footprint. Select bluechips such as Reliance Industries, Bajaj Finance, Asian Paints, and ICICI Bank have gained sharply this year. On the other hand, YES Bank, Zee Entertainment, and Indiabulls Housing have seen a sharp fall.
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