• Jan
    By Manish Valecha, research analyst, AnandRathi Institutional Research

    The cement industry is dependent on other sectors like real estate and infrastructure. The performance of these two also have a bearing on the building materials segment mainly

  • Jan

    The floods in Chennai last month added to the woes of information technology companies in the country in a seasonally weak quarter that has fewer working days. Most major

  • By VK Vijayakumar, Investment strategist, Geojit BNP Paribas

    The Indian IT industry is going through interesting times. The scorching pace at which the industry has been growing is a thing of the past

  • Jan
    By Nikhil Rungta, Anand Rathi Institutional Research

    Underperformance in the Nifty Bank (down by 10 per cent) especially in the Nifty PSU Bank (down by 30 per cent) last year was led by higher stress, low credit

  • By Jinesh Gandhi, Motilal Oswal Securities

    Post-festive season last quarter the demand momentum in the automobiles sector had remained tepid. But the passenger vehicle (PV) momentum is likely to remain positive on back

  • By Prakash Agarwal & Nishith Sanghvi, Axis Capital

    Approvals for Indian pharma have impr­o­ved and almost doubled in the first two quarters of FY15 against Q4FY15. With GDUFA (generic drug user fee amendments) in its third

  • By Sumit Pokharna, Kotak Securities

    The year gone by, will be remembered and discussed for a long time due to a sharp 35 per cent correction in crude oil prices, reflecting global oversupply and strong

  • By Dhananjay Sinha, Emkay Financial

    Growth rates in the FMCG space have been impacted by slowing rural demand impacted by income effect, reduced sops for rural areas and unseasonal rainfall. In addition, slackness in

  • By Santosh Yellapu, Angel Broking

    After a good runup in the early part of 2015, the BSE Capi­tal Goods index conceded its gains, due to a poor corporate earnings performance of index heavyweights L&T and

  • By Pankaj Pandey, ICICI Securities

    Last year, the Nifty IT index modestly outperformed the broader CNX Nifty by around four percentage points, led in part by the sector rotation theme after general elections, modest deceleration