Progression towards cyclical revival
The combination of demand revival in rural sector, positive rub-off from lower GST rates, fiscal expansion (India Strategy: Supple..
* System liquidity to tighten marginally this week.
The liquidity conditions improved sharply last week, with the surplus rising to a three week high of Rs 1.05tn prob..
What does RBI’s consumer confidence survey suggest?
Adjustments to widening divergences key to future growth
* Inflationary expectations, as reflected by the..
The curious case of all Indian markets.
We struggle to understand the divergent reactions of India’s bond, currency and equity markets to the sharp deterioratio..
End of a long drought
Earnings revival finally on the horizon
Earnings rebound led by global cyclicals; low base of demonetization a booster
The much-awaited 2HF..
December 2017 quarter earnings preview.
We expect 3QFY18 net income of KIE coverage universe to grow 12% yoy from a low base in 3QFY17 (affected by demonetization). W..
GODREJ CONSUMER PRODUCTS FY17 GCPL’s FY17 annual report analysis highlights subdued organic revenue growth of 4% to INR91b and PBT growth of 7% to INR16b. The muted..
Strong all-round economic recovery in November 2017
3QFY18 GDP growth projections face upside potential
* India’s monthly economic activity index (EAI) grew..
Employment grew 2.03% in FY17
Notwithstanding demonetization, employment gains quickened during 2HFY17
* As against a total addition of 231,000 jobs in three firs..
GST may disrupt several popular narratives. Sluggish GST revenues over the past few months may raise concerns about the government’s fiscal targets for FY2018-19 un..
* Nifty ends CY17 at a high: The Nifty ended CY17 with stellar 29% returns, after gaining 3% in December 2017. Even as one gets excited about CY17 returns, we note that t..
Institutional Equity Research
A Healthy Ride
The year 2017 proved to be promising and ended with a bang for Indian equities, as the benchmark NIFTY recorded a healt..
Accelya Solutions In Q4 net profit up 32.35% at Rs 24.71 cr
US dollar rises after Fed policy meeting
Rupee rises by 12 paise to Rs 69.05 against dollar
Headwinds recede for Tata Motors, but it is not out of the woods just yet
Infosys signs agreement with U.S. IRS; sees lower tax rate
Airtel partners with Bharti AXA to offer prepaid with life insurance
Petrol, diesel prices cut for 4th straight day
Kareena seen carrying bag worth whopping Rs 13 lakhs
Rs 5.38 lakh crore needed for primary healthcare: Government
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