India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
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India On the Ground: Were Festive Season Auto Sales Less Bad than Feared for Dealers?
There have been concerns about slower growth of Auto sales in ongoing festive season because of issues such as higher insurance costs and its...
428 Views
India: Festive Season to Disappoint Auto Companies? Maruti (MSIL IN) And Hero (HMCL IN) More at Risk
This year, the festive season is not looking very good for Indian auto companies and this is getting confirmed from multiple sources including...
308 Views
India IT: Is the Market Obsession on Tata Consultancy Svcs (TCS IN) Vs. Infosys (INFO IN) Justified
The investors in Indian IT companies have always been obsessed with making comparisons between two large caps, Tata Consultancy Svcs (TCS IN) and...
319 Views
Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
570 Views