Page 18 - Krishna Kant

Auto, banks rule the roost in H1FY23; IT and metal stocks laggards

M-cap of Adani group goes up 55.2%, while Tata and Ambani biz houses' declines 10%

Rupee decline starts to cut into Sensex earnings in dollar terms

The recent decline in the US equity market has revealed a significant valuation gap between the Indian and the US equity markets

Sensex ahead of Dow Jones by a wide margin amid rising bond yields

The Indian equity market is, however, a global outlier and remains firmly in the bull phase - both in local currency and in constant currency terms

Recovery tracker: Power generation, consumption lower than before

Decline also seen in vehicle registrations, railway freight growth

Equity investors in for tougher time as markets face sharp downside risk

Yield spread between Sensex earnings and US 10-yr G-Sec narrowest in 12 years

India, US 10-year yield spread at its lowest in 12 years, shows data

The current spread is nearly 142 bps lower than the 10-year average spread of 518 bps, and 66 bps lower than the 20-year average spread of 442.3 bps

S&P Global's chief economist expects Fed's fund rate to rise to 4%

This could result in a further rise in bond yields in major economies including India

Narrowing bond yields signal liquidity squeeze in markets, shows data

Spread between 10-yr G-sec and 2-yr bond yields narrows to 38-mth low

India Inc's FY22 capex rises 9.1% YoY but lags pre-Covid growth

The rise in corporate assets, also called gross block, was largely led by top companies and industry leaders; small and medium firms lagged in capex terms

Recovery tracker: Lower mobility, power generation in week ended Sept 14

Railway freight traffic numbers were higher than before

Recovery tracker: Spike in air passenger numbers, power generation up

Vehicle registrations were lower than the week before

Bollywood needs a superhero to rescue it; revenue still 38% down

Analysts blame industry woes on lockdowns, lack of new content, and growing competition from streaming and over-the-top platforms

Will margin pressures end the Indian IT sector's glory days?

Indian IT companies are experiencing margin pressure. This has forced leading IT firms to reduce or withhold employee bonuses. How long will IT companies face this pressure? Is there a solution to it?

Recovery tracker: Workplace visits at record high; air traffic declines

There were around 314,000 air passengers as of Sunday, September 4, based on a rolling seven-day average. It was around 331,000 as of Sunday, August 28

As RIL announces big capex plans, analysts fear dent in return ratios

Speaking at the AGM, Mukesh Ambani announced plans to invest Rs 2 trillion in set-up a nationwide fifth generation (5G) mobile network by the end of next year

BSE 200: Adani stocks outperform indices, Zomato down 57.8% in 2022 so far

Top gainers have surged between 50% and 315%, while new-age tech companies, such as Zomato and PB Fintech, have lost half their market value

As FPIs turn net-sellers; MFs, insurers become big buyers on D-Street

DII stake in BSE 500 companies up nearly 55% in seven years

Recovery tracker: Workplace visits up 26%, vehicle registrations 2%

Fewer flights and air passengers in the latest week compared to the previous one

Adani Group firms' valuation premium over Sensex surges to new high

The overtaking happened in the first half of FY21 and the group stocks continued to become expensive compared to the broader market

As Adani vies for majority, NDTV becomes priciest electronic media stock

Trading at P/E multiple of 28.5x - nearly 50% higher than industry average of 18.6x