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,...
524 Views
India: Investment Cycle Is Turning, But Role of RBI and Govt Will Be Key to Sustain the Momentum
There are signs that investments are picking up in Indian economy. Not only results of companies like Larsen & Toubro (LT IN) and ABB India Ltd...
334 Views
Larsen & Toubro (LT IN): 2Q Was Good as Base Effect Helped, Stock Price Upside Looks Limited Though
Larsen & Toubro (LT IN) has not done badly in recent market mayhem and 2Q results declared yesterday have also been good. The order inflow has...
412 Views
Bharat Heavy Electricals (BHEL IN): 2Q Results - Proof of Why Macro Turnaround Won't Help Everyone
Bharat Heavy Electricals (BHEL IN) 2Q results is a chilling reminder of how the macro turnaround and capex revival may not help everyone and why it...
293 Views
India Manufacturing: Demand Is Picking Up, RBI's Orders and Utilization Survey Makes Us More Hopeful
Reserve Bank of India or RBI's Order Books, Inventories and Capacity Utilization Survey (OBICUS) Survey is the most comprehensive data on capacity...
417 Views