CORE INFRA SECTORS
Coal recorded 10.2 pc growth among eight key infra sectors in May The coal sector saw significant growth of 10.2 per cent in May, reaching 184.7 points compared to 167.6 last year, making it the fastest growing industry among the eight core sectors according to the Index of Eight Core Industries. This growth was d...
04 Jul, 2024, 09.16 PM ISTCore infra sectors grow 6.3% in May, maintain 6%-plus expansion for fourth straight month Core infrastructure industries maintained growth above 6% for the fourth consecutive month in May, with notable increases in power generation and coal output. However, sectors like fertiliser and cement production witnessed contractions. Overall, th...
29 Jun, 2024, 12.27 AM ISTIndia's key infra sectors' growth slows to 6.3% in May In May, India's eight core sectors grew at a rate of 6.3% annually, slightly down from 6.7% in April but higher than 5.2% in May 2023. The sectors showing positive growth included electricity, coal, steel, natural gas, and refinery products, accordi...
28 Jun, 2024, 05.12 PM IST- ADVERTISEMENT
Fund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
25 Jun, 2024, 09.00 AM ISTAuto, auto ancillary sector a good theme to play the rural recovery: Devang Mehta Some of the FMCG participants also came in this analyst guidance that most of these companies are now trying to come back and there was a decent volume growth which is seen.
20 Jun, 2024, 08.00 AM ISTUse this adversity to buy high quality companies at discounts: Nilesh Shah Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will em...
05 Jun, 2024, 08.00 AM ISTEnergy, manufacturing & infra to remain bedrock of India's bull market: Nilesh Shah It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probabl...
03 Jun, 2024, 12.21 PM ISTPSBs seek changes to rules for Infra loans, may approach govt State-owned lenders plan to approach the government seeking changes to terms governing performance bank guarantees (PBGs), timely compensation from concessioning authorities, and greater immunity for board members sanctioning funds for infrastructur...
27 May, 2024, 12.54 AM ISTExpect 15-18% upside in Sun Pharma over medium to long term: Hemang Jani Sun Pharma numbers were slightly below expectations in terms of EBITDA and we do think that though they have guided for a very strong growth through their speciality portfolio, that is a little bit time away.
23 May, 2024, 11.37 AM ISTInvesting in thematic funds? Key factors you should keep in mind Rustagi advises cautious investment in thematic funds, considering government focus areas like defence, infrastructure, and pharma post-election. He highlights the need for strategic timing, growth assessment, and exposure analysis to optimize secto...
14 May, 2024, 10.27 AM ISTParas Healthcare Private Limited performed Bhumi Pujan for its proposed 300 bed Hospital in Gurugram07 May, 2024, 04.35 PM IST Have some cash on sidelines; Kotak a good buy on dips; Titan too overvalued: Sandip Sabharwal Sandip Sabharwal advises caution in the market due to uncertain valuations and growth trajectory. He highlights investment opportunities in auto companies, consumer goods, and infra firms amidst global economic shifts and upcoming elections. Sabharw...
06 May, 2024, 12.55 PM ISTCareful with long-term financial cycles A long-term financial cycle has coincided with, and bolstered, the current investment cycle. That's good and bad news for India's growing economy. The outcome is a higher investment-to-GDP ratio. But there is need for caution. If the financial cycle...
30 Apr, 2024, 12.26 AM ISTInflation eases below 5% for the first time in five months in March; industrial production rises to a 4-month high While inflation declined to a 10-month low in March, experts indicate it is unlikely to deter the Reserve Bank of India from lowering rates anytime soon, as it tracks monsoon and other external factors.
12 Apr, 2024, 08.04 PM ISTBullish on construction & infra sector: Sandip Sabharwal If there is overall market correction, the under performance of the previous cycle tend to also correct and that could give opportunities because ultimately consumption cannot remain so low for two-three years when the overall economy is doing dece...
09 Feb, 2024, 11.12 AM ISTWhat stocks to play to ride the government’s infra wagon? Sudip Bandyopadhyay answers Sudip Bandyopadhyay says: “Some amount of caution is creeping in. Remember, we are heading to a result season. Day after tomorrow onwards, the IT big companies start announcing the results and the market will take cues from the results and move on. ...
10 Jan, 2024, 11.11 AM ISTNCLT approves amalgamation, arrangement between JP Infra (Mumbai) entities The scheme of amalgamation and arrangement between JP Infra (Mumbai) and its affiliated entities Four D Estates, Four D Buildspace and JP Infra Realty have been approved by NCLT. As all these entities belong to the same promoter group, the proposed ...
08 Jan, 2024, 11.40 PM ISTIndia's key infra sectors' growth slows to 7.8% in Nov from 12.1% in Oct In November, India's eight key infrastructure sectors witnessed a year-on-year growth of 7.8%, down from the previous month's 12.1%, according to the Ministry of Commerce & Industry. The Eight Core Industries (ICI) index had grown by 5.7% in Novembe...
29 Dec, 2023, 05.12 PM ISTA strong third quarter on the cards for the Indian economy GST surged 15% from a year earlier to ₹1.68 lakh crore in November, as the festival season and strong economic activity contributed to growth, showed data released Friday. "At the moment, most of the other indicators seem to be suggesting that there...
02 Dec, 2023, 06.44 AM ISTCore sector growth eases marginally to 8% in July While the continuation of government capex (both centre and states) in July led to a strong performance in steel and cement sectors, economists noted that the growth in cement and electricity sector, despite seasonal rains, indicated a progression o...
31 Aug, 2023, 11.30 PM IST