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ANALYSIS

Essar Oil-Rosneft deal: A win-win package

Anand Kalyanaraman, BL Research Bureau

Nearly a year after it was announced, the $12.9-billion deal to sell the Ruias-controlled Essar Oil... »
CURRENCY CALL

Rupee may not strengthen much in the short term

Gurumurthy K

Geo-political tensions, FPIs pulling out money from Indian equities could keep the currency under pressure »

Litmus test for GST regime as returns deadline looms

Lokeswarri SK

Can GSTN cope with 400 cr invoices of July, Aug? July self-assessment return to be filed by Friday, post extension »
Talking Point

Can the economy afford lazy banking?

tommistock/shutterstock.com

Radhika Merwin

Chary of lending directly to corporates, banks are picking up bonds. Is this doorway desirable? »

More pain, uncertainty ahead for investors

Rajalakshmi Nirmal

Infosys’ stock plummeted 10 per cent on Friday, reacting to Vishal Sikka’s resignation. Given the a... »
CURRENCY CALL

Rupee loses momentum

With only two trading days left (Wednesday and Friday) for the week, the rupee may continue to get influenced more by the global events

Gurumurthy K, BL Research Bureau

Sell-off in equities on geo-political tensions halts the 4-week rally in the currency »
Monsoon Watch

Mixed monsoon may hit Kharif season

G Chandrashekhar

Actual harvest of pulses may fall short of the target and last year’s production »

More pain ahead for country’s biggest bank

Radhika Merwin, BL Research Bureau

For SBI, India’s largest bank that got bigger this April after merging its five associate banks, bad loans have grown in size too. While the consolidated picture on asset quality post-merger was expe... »

Tata Motors Q4 Comment: Tepid volume growth

Parvatha Vardhini C, BL Research Bureau

Tata Motors has posted an enviable 41.5 per cent growth in consolidated net profit to Rs 3200 crore in the quarter ended June 2017 ( over the June 2016 quarter). But this solid show has not been drive... »
CURRENCY CALL

Rupee halts at a key resistance

GURUMURTHY K

Reversal in dollar stops rupee rally »

Scope for further rate easing limited

B Prasanna

However, there could be surprises this year, depending on the actual inflationary trend »

How Facebook ‘likes’ can get you a loan

Veetika Deoras, Chief Operating Officer – Digital, Tata Capital

Bavadharini KS

Meant for the weaker sections, Tata Capital sanctions loans to those who get maximum ‘likes’ for posts stating their need for finance »
Q1 COMMENT

PNB: No surprises on the asset quality front, but risks remain

Radhika Merwin

No news on bad loans is good news for investors. The June quarter results of Punjab National Bank, appear to indicate just that. Marginal improvement in the bank’s core net interest income after a dec... »
NEWS ANALYSIS

RBI’s rate cut may bring only little cheer to borrowers

Radhika Merwin, BL Research Bureau

After a long pause and much clamour, the RBI finally cut its policy repo rate by 25 basis points to 6 per cent. But the much-awaited move may not bring much respite to borrowers. At best, lending rat... »

CSL: For the ones with high risk-taking appetite

Muthukumar K

Cochin Shipyard, a Mini-Ratna engaged in the business of shipbuilding and repairing, is currently tapping the primary market. About 83 per cent of the company’s revenue was generated by the shipbuil... »

Rupee gains on weak dollar

Surging turnover in stock futures and options a warning sign

Shares of Dr. Reddy’s Laboratories plummet on weak quarterly numbers

Maruti Suzuki: Good volume growth, margin pressures

HDFC Q1 results: Steady growth in retail loans continues

Value of govt stake in HPCL: Recent bonus issue causes confusion

Axis Bank reports lower slippages but earnings to remain under pressure

HDFC Bank: Core performance steady

Talking Point

Why the fiscal math may not add up

Bplanet/shutterstock.com

Radhika Merwin

Poor dividends from the RBI and risks to growth can upset the fisc »

Stock up on commodities

Rajalakshmi Nirmal

Stock prices of commodity producers are closely linked to underlying commodity prices. An analysis of the linkage and what it means to you »
Q1 COMMENT

Aurobindo Pharma: Sales dip, but earnings visibility improves

Dhuraivel Gunasekaran, BL Research Bureau

Shares of Aurobindo Pharma surged almost 6 per cent in early trade on Thursday, despite reporting a decline in net profit for the latest June quarter. Better visibility in earnings growth in the c... »

Crackdown on shell cos leaves investors high & dry

RADHIKA MERWIN, BL Research Bureau

No clear definition of shell companies and lack of clarity over what prompted SEBI or the Ministry of Corporate Affairs to identify 331 companies as suspect shell companies can cost investors dear. »

Bankruptcy code can help capital-starved ARCs generate better returns

Radhika Merwin

Recoveries by ARCs have remained at a low 20% »
Q1 COMMENT

Mahindra and Mahindra: Lacklustre show

Parvatha Vardhini C

Despite good times for tractors, stiff competition in the utility vehicles segment and lower offtake due to the transition to GST dented the numbers of Mahindra and Mahindra (including MVML) for the q... »

Lupin: Muted show in US drag down Q1 performance

K Muthukumar

The stock of Lupin Ltd dropped as much as 3 per cent in trade on Thursday on the back of poor quarterly numbers. The company reported a decline of 59 per cent in the consolidated net profit during th... »

Why the RBI is fussing over transmission & rigidity of base rate

Radhika Merwin

Banks have cut the base rate by just 10-30 bps over the past year »

Success of resolution plan critical for investors under Insolvency and Bankruptcy Code

Radhika Merwin

Jyoti Structures, which was the first of the 12 big defaulters to be given the go-ahead by the National Company Law Tribunal (NCLT) for insolvency, has no doubt brought relief to lenders hoping for a... »

Tech Mahindra fails to deliver

Rajalakshmi Nirmal, BL Research Bureau

Three quarters ago, it seemed like the worst was over for Tech Mahindra and its telecom vertical (that contributes over half of its revenue) was set to recover. But much to investors' disappointment,... »

SBI’s savings rate cut could nudge others also to trim rates

A 25 bps repo rate cut is on the cards

HCL Tech stands out from the rest

Banks lending to housing segment loses steam

YES Bank — Improvement in asset quality offers respite to investors

Hero MotoCorp: Smooth sailing on better inventory management

Rupee remains stable within narrow band

The choice of top 10 stocks/sectors in a fund's portfolio is important as the top picks usually occupy a major portion of the portfolio, determine the level of diversification and help funds gener... »

Buying a house to just rent it out may not be a lucrative option in India, shows study of data provided by JLL India. Average rental yields were 3.1 per cent, as of May 2017, for top six cities in... »

DATA BANK

Exchange Rate

Dollar Spot Forward Rate

Open-Ended Mutual Funds

MCX-SX Currency Futures

NSE Currency Futures

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