Asian Paints - Strong strokes in Q4, but challenges ahead Increase in raw material costs and business impact due to lock down bear watching
Housing push: On-the-ground checks Housing push: On-the-ground checks 'India Market Strategy – Housing push : On-the-ground checks', report by Gautam Chhaochharia, Head of India Research, UBS Securities India
Asian Paints - Strong strokes in Q4, but challenges ahead Asian Paints - Strong strokes in Q4, but challenges ahead Increase in raw material costs and business impact due to lock down bear watching
Sharekhan: Investors Eye - Report on UltraTech Cement Sharekhan: Investors Eye - Report on UltraTech Cement Recommendation: Hold
Housing push: On-the-ground checks 'India Market Strategy – Housing push : On-the-ground checks', report by Gautam Chhaochharia, Head of India Research, UBS Securities India
IDFC Securities’ analysis of Mahindra Finance’ Q4 earnings · MMFS reported PAT of Rs2.3bn lower than our estimate of Rs3.3bn as the company reversed Rs1.1bn of revaluation credit it had taken in 1Q The revers
Welspun India's Q4 earnings' review by Edelweiss Finance Welspun India’s (WLSI) Q4FY17 revenue, at INR17.6bn, jumped a commendable 9% YoY and 17% QoQ (14% above estimate). On like-to-like basis (excluding
Persistent Systems at inflection point; outlook robust Persistent Systems’ (Persistent) Q4FY17 revenue fell 0.9% versus Street’s 1.5% growth estimate led by seasonal weakness in the alliance business.
Edelweiss Research recommends Hold on Rallis India Rallis India’s (Rallis) INR3.5bn revenue in Q4FY17 fell 1% YoY (net of excise) and came 9% below estimate; however, for FY17, it jumped 10% YoY. Tho
BMR Advisors' report on India's economic performance and business imperatives Click here to read in PDF:
Analysis Beyond Consensus GST: Get Set Go In the run-up towards last leg of GST implementation, our recent interactions with companies and trade channels suggest: a) significant slowdown in pa
sector update Real Estate: Decoding the GST impact From July 1, uniform GST rate would be applicable to all real estate developments & transactions. We expect GST to be positive for the sector with pro
GLOBAL ECONOMY WATCH How does uncertainty impact economic activity? Since the financial crisis, uncertainty has been a theme that has kept most businesses busy. CEOs have responded in different ways; from buying insura
Has demonetisation led to higher digital payments? A report on ‘Digital Payments post demonetisation’ by Motilal Oswal Securities on:
SBI Ecowrap - CPI inflation to be below 2% As expected consumer price inflation breached the 2.5% mark to come in at 2.18% in May’17. This decline in CPI was primarily due to decline in price
Motilal Oswal report: Is labour losing the battle against capital? According to the annual survey of industries (ASI) for 2014-15 released a few months ago, labor employment has increased at an average of ~2% over the
SBI Industry Wrap: Ports, the unchartered territory The Industry wrap report from State Bank of India on ports.
SBI Ecowrap: GDP slowdown is before or after demonetisation? SBI Ecowrap: GDP slowdown is pre or post demonetisation?
Ind-Ra: Corporate deleveraging to remain slow Corporate Deleveraging to Remain Slow; Impact of Rising Commodity Prices to Vary
Motilal Oswal: Why real GDP growth could be about 6% in 4QFY17? Why real GDP growth could be about 6% in 4QFY17? -
Edelweiss sector update on Construction - Railways: Capex gathering steam That Indian Railways (IR) is in the midst of a humongous capex surge (INR8.56tn investment plan over 2015-19, 1.9x 2000-15) is well known. What, howev
Edelweiss Fin: IIP - New series: A marked improvement The new IIP series (2011-12), launched today, is a marked improvement over the old series in terms of representativeness of the items basket as well a
Oil & Gas PRO: Sector at a Glance – India Ratings May 2017 Issue Ind-Ra-New Delhi-12 May 2017: India Ratings and Research has published the first edition of its credit news digest on India’s oil and gas sector.
Edelweiss report on Gujarat Pipavav Port results Cost rationalisation continues to bear fruits; brokerage continues to maintain Buy
Sharekhan's monthly report on stock fundamentals and market technicals Click on link to access complete report:
ICAI issues exposure draft on clarifications to Ind AS115 The Ministry of Corporate Affairs (MCA), through its notification dated 16 February 2015, issued 39 Indian Accounting Standards (Ind AS), which are co
Review of Shopper's Stop's Q4 earnings by Edelweiss Shoppers Stop’s (SSL) Q4FY17 revenue belied expectation on account of stores being non-functional due to a few malls going under renovation.
FY18 Credit Outlook Reports Read India Ratings' select compendium on sector credit outlooks for FY 18
French election result: Macron wins, but can he deliver? There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting. Here, Franklin Templeton’s
Edelweiss report on GST In our continued efforts to deconstruct GST and its impact along with the metamorphosis to formal economy, our recent interactions with tax experts an
India Ratings market wire on steel sector The volatility in input cost, mainly coking coal prices is likely to keep the steel sector spreads (difference between price and raw material cost) un
Chips Ahoy! The EV race looks set to be a high voltage thriller with brands that have no history of car-making entering the fray. Will access to cells and chips b
Chip shortage: Buyers go for new Creta variants with lesser features Buyers opt for the Creta models with lower number of semiconductors to avoid the long waiting period
Alt energy How dirty coal power is taking a beating Coal is certainly on its way out with 326 GW of coal-fired power plants scrapped since 2015, and no announcements of new plants
Portfolio: Getting into the details of Market Rally The Nifty 50 is on a high, and how! Here, we shortlist and analyse the top four sectors that contributed to the gains. Will the rally sustain? Read on
Indian indices poised at crucial levels A sustained rise from here can negate our broader bearish view
Auroville: An utopian search for a better world Akash Kapur’s ‘Better to Have Gone’ traces what happens when we believe deeply in a quest and give up everything in its pursuit
Lady doctors and the rocky path to healing A handbook on India’s first women doctors holds up a mirror to the social and political realities of the 19th and early 20th century
Conquering Everest: A compelling account of how an impossible dream was achieved Jim Davidson dwells in detail on the failure to make it in the first attempt and the harrowing return to physically and emotionally draining climb up