Retail lenders a good way to buy into India growth story: Suruchi Jain, Morningstar"Retail lenders, who are more retail-focused, have not really experienced the same kind of NPA build up nor growth slowdown to that extent."
12 Jan, 2016, 05.16 PM IST
Can IDFC’s Rajiv Lall be the next KV Kamath?In the 1990s, KV Kamath gave a new face to a lumbering term-lending institution. Can Rajiv Lall work the same magic on IDFC in an era of cu...
22 Apr, 2015, 04.00 AM IST
FMCG stocks' underperformance not a worry for investorsThe disappointing December quarter performance of the FMCG companies on account of slack consumer demand has not deterred investors from la...
30 Jan, 2015, 02.01 AM IST
What can be expected from ITC Q3 results?Company’s cigarette business is likely to see a volume decline by 6-7%. Recent excise duty hike and price rises are seen impacting volumes.
21 Jan, 2015, 12.01 PM IST
SBI shares hit 52-week high; up over 5% post healthy earningsThe stock was the top gainer among the blue-chips on both Sensex and Nifty.
17 Nov, 2014, 06.02 PM IST
Companies hide key informations of their performance, here’s howA leading fast-moving consumer goods company does not disclose volumes on the pretext that it would benefit competitors.
10 Nov, 2014, 12.47 PM IST
More smoking curbs can choke country’s largest cigarette maker ITCImplementing some of these could be difficult, but it is perceived that it’s a matter of time before the proposed restrictions become law.
21 Oct, 2014, 04.00 AM IST
Marico emerges as best performer in 20-member ET FMCG Index, gains 42% in last six monthsThe Street is banking on the personal products portfolio to be the next growth trigger for the company in coming years.
10 Oct, 2014, 10.12 AM IST
Despite bumpy ride, FMCG companies like Dabur, Marico perform well in India compared to outsideMarico, in recent quarters, and Dabur, in the quarter to June, have been able to increase the profitability of their international business...
26 Aug, 2014, 12.27 PM IST
Kirana Callertune: HUL's latest marketing initiative involving neighbourhood grocersThe initiative helps the maker of Lux soap and Dove personal care products woo consumers with offers, but also to subtly convince them to p...
15 Jul, 2014, 06.43 AM IST
ITC Q4 FY14 PAT likely to rise 17% to Rs 2250 croreCigarettes-to-Hotels major, ITC will be announcing its quarterly results today. The company is likely to report a jump of 17 per cent in it...
23 May, 2014, 11.06 AM IST
Expect HDFC Bank to give good returns over next 6-12 months: Suruchi Jain, Morningstar IndiaWe had anticipated the entire year coming at something like Rs 8400 crore to be the consolidated entity to clock after these quarter result...
22 Apr, 2014, 05.10 PM IST
Loan growth will be driven by economic recovery: Suruchi Jain, Morningstar India'It is economic recovery that will drive loan growth and the future growth for all the banks, not just ICICI Bank,' says Suruchi Jain.
29 Jan, 2014, 03.22 PM IST
ITC's cigarette business growth is disappointing: Suruchi Jain, Morningstar India"Governments across the globe are always looking to reduce cigarette intake as a health concern for public. "
30 Oct, 2013, 11.20 AM IST
ITC Q2 PAT up 21% at Rs 2,230.5 crore on back of higher cigarette marginsQ2 net sales jumped by 8.8% at Rs 7775.79 cr, driven by 15-20% price increase in cigarette business, growth in the non-cigarette FMCG busin...
25 Oct, 2013, 05.01 PM IST
Banking space undervalued at the moment: Suruchi Jain, Morningstar IndiaICICI Bank has traded below our current fair value estimate of 1100 on the stock and it is modestly undervalued, says Suruchi Jain.
31 Jul, 2013, 04.13 PM IST
Despite high spend on advertisements, FMCG companies such as HUL, Dabur, Colgate Palmolive others see low volume growthOthers such as ITC, Asian Paints and Kansai Nerolac club their ad spends under the head ‘other expenses’ which, in their case, is also at a...
05 Feb, 2013, 04.00 AM IST