Indian states banking barometer series #1: Tamil Nadu
We believe, along with pan-India banking trend analysis, regularly penning down bottoms-up analyses of state-spec..
Fourth quarter is normally a weak quarter for airlines, more so in Q4FY21 due to higher crude prices. However, higher number of passengers will incrementally help airline..
Commercial Real Estate: Wait for recovery gets longer
Along expected lines, the Indian Commercial Real Estate (CRE) office market has seen a 47% YoY decline in Q1CY21 ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to customer behavior, business..
Are margin norms hurting commodities more than equities?
As upfront margin requirement got hiked to 50% from 1st Mar’21, there has been mixed impact on equities ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry struc..
After posting >40% YoY EBITDA growth in each of the past two quarters, cement companies in our coverage universe are likely to repeat the performance in Q4FY21 too. Th..
The pharma stocks which are involved with COVID-19 vaccine have seen a sharp run-up recently, especially post the announcement of phase 3 vaccination program that also op..
The Reserve Bank of India has issued instructions with respect to corporate governance relating to the appointment of Directors and constitution of Board committees for p..
Q4FY21 earnings for specialty chemical companies under our coverage are expected to be impressive on low base of Q4FY20; and recent rise in ch..
Demand remains firm
Funds from the liquidity package keeping a check on receivables
* An increase in COVID-19 cases has led to the announcement of stricter restrict..
PVs: Strong recovery in a difficult year led by UVs
Resurgence of TTMT and emergence of Kia hurt MSIL’s market share
* We analyzed the brand-wise data for the..
Rupee strengthens against US dollar on Tuesday
Rupee falls 10 paise to 73.94 against US dollar in early trade
NCLT approves sale of IL&FS education arm to LEHL
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Nifty at 15800 but midcap index at crucial juncture now By by Sameet Chavan, Angel Broking
GST cuts for several Covid-relief items; no change in vax tax
India cuts taxes on some COVID-19 medicines and equipment
Oil PSUs to support various Art & Handicraft projects
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