• Jul
    10

    Nearly two months ago, the Union government reportedly proposed a ban on allowing foreign direct investment (FDI) in manufacturing of tobacco products through the trademark or licensing route. India

  • By Nilanjan Dey, director, Wishlist Capital Advisors

    In many ways, tobacco stocks have been the delight of discerning investors, the negative imagery thrown up by the alleged ‘death sticks’ notwithstanding. Cigarette plays have come as boons

  • Jul
    03

    The real estate sector continues to be in a recovery mode, after a prolonged slowdown over the past two years, especially in the residential segment. But the phase of

  • By Shilpa Shah, senior partner & head, Singhania & Partners

    The recent initiatives like FDI relaxations have given a new hope to players in the snail-paced cash-starved real estate industry. The government has removed all restrictions on FDI

  • Jun
    26

    Last financial year, tyre manufacturers had two probelms to grapple with: slowing volume growth from weak demand and an influx of Chinese imports. Still, they enjoyed comfortable profit margins,

  • By Vinod Nair, head of research, Geojit BNP Paribas Financial Services

    The tyre industry enjoyed many benefits in the last five years, led by the sharp reduction in raw material cost from cheap rubber prices and stable demand from the auto

  • Jun
    19

    Banks had another weak quarter with high provisions for bad loans, leading to losses for most public sector banks and sharp growth deceleration for private banks in Q4.

  • By Asutosh Kumar Mishra, lead analyst, institutional equity (banking and NBFC), Reliance Securities

    The banking sector is undergoing a historic moment as the first time in history the Reserve Bank of India (RBI) is conducting concurrent Assets Quality Review (AQR) across the banks.

  • Jun
    12

    The Rs 2 50 000-crore Indian auto components industry could gain momentum and register a growth of 8. 5-10 per cent in this financial year against 2

  • By Subrata Ray, senior group V-P, Icra Research

    The passenger vehicles (45 per cent), commercial vehicles (22 per cent) and two-wheelers (22 per cent) contributed to the bulk of the auto component industry in India. The industry’s