CORE INFRA SECTORS

Sandip Sabharwal predicts selloffs in overvalued defence, infrastructure, and capital goods stocks, contrasting low expectations in consumer and tech sectors. He highlights issues with AMCs' AUM hunger, limited defence stock options, valuation conce...

“There is a consensus, officially, that India's aspirational target is 8% GCFI, gross capital formation, and infrastructure, as a percentage of GDP, so that is my starting point. If in this budget year, you are going to try and reach that aspiration...

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...

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...

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...

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.

​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.

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...

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...

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...

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.

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...

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.

​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...

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. ...

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 ...

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...

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...