Select SFBs and MFI players positioned for earnings upside: Rajiv MehtaNon-banking financial companies are demonstrating early resilience, with collections holding firm across key segments like vehicle finance ...
88% ‘hard-to-recycle’ plastic: PolyCycl’s bet on turning waste into valueIndia's plastic waste problem is being tackled by PolyCycl's innovative chemical recycling. The technology transforms difficult-to-recycle ...
India's hospitality sector enters a 'golden cycle' as luxury demand outpaces supply: NomuraIndia's hotel industry is entering a strong growth phase. Average daily rates are rising, and investment returns are attractive. Demand is ...
Breaking the pattern: A downcycle without macro stress?India’s latest market downturn is unusual because stock prices have corrected sharply despite a resilient macro backdrop. Unlike past cycle...
Surprise! Surprise! Cut worth the waitReserve Bank of India has reduced the repo rate to 5.5%. This is the third reduction since February. The aim is to revive borrowing and inv...
RBI eases lending rules to revive credit growth as bank lending slows and consumption weakensRBI is gradually easing banking credit by lowering CRR, adjusting repo rates, and reducing risk weights on bank lending to non-banks and mi...
Nifty at record high: How to navigate challenges in a surging bull marketWhile it’s a common tendency to view downcycles as emotionally draining experience, the same emotional complexity often gets oversimplified...
JSW Steel well placed to weather inflation and downcyclesThe recent rise in raw material prices and the risk of downcycle or correction in steel prices are unlikely to unsettle JSW Steel. Doubling...
Naren sees downcycle ahead for 'quality', expects de-rated sectors to come backNaren said the 'quality' cycle has lasted so long that it could see 2-3 years of downcycle.
Buy Ashok Leyland, target price Rs 70: JM FInancialThe brokerage has estimated revenue growth of 12 per cent CAGR and EBITDA growth of 45 per cent CAGR over FY20-22E, driven by a sales up-cy...
CV demand may look up from Q3 of next fiscalIn an exclusive interview with ET’s Ketan Thakkar and Satish John, Sondhi said the worst is over for the Indian commercial vehicle market a...
‘Ashok Leyland to combat local downcycle with global growth’In October, its domestic sales halved to 4,565 vehicles.
Tax cuts not enough to lift sentiment on auto: JefferiesHere's why Jefferies sees more earnings cuts in the auto space.
Jefferies cuts auto stock price targets, retains buy on MarutiOn TVS Motor, Jefferies has a ‘hold’ but cut the target price to Rs 460 from Rs 540.
IndiGo gains 3% after Morgan Stanley upgrades stockAccording to Morgan Stanley, earnings trough is behind, valuation is attractive, and competitive position of IndiGo has strengthened in thi...
- Overweight Indian Hotels, target Rs 160: Morgan Stanley
The Indian hotel industry has been through long down-cycle and it looks like that it is on cusp of an uptrend, said the note.
- Brokers’picks: Deutsche puts Ashok Leyland on sell
Cuts FY15 EPS estimate 77%, citing 28% dip in volumes and 150 bps fall in EBITDA margins.