Page 50 - Krishna Kant

What is Sensex riding on: Modi or cheap foreign funds?

ECB cuts rates to negative, Libor down to its lowest in 30 years

IT sector beats financial firms in salary payouts for white-collar jobs

In 2013-14, Rs 1.2 lakh crore was spent on salary & wages by IT companies, compared with Rs 1.06 lakh crore by financial services firms

Is the rally in steel stocks justified?

Scrips up 50% in 4 months despite prices for hot-rolled coils in Western Europe and China being stable for 2 yrs

Long road to full recovery for India Inc

Net profit grew 25.4% in Q4 but revenue growth, lower at 8.5%, suggests lack of volume expansion

Households put two-thirds of their savings in houses, gold

Such a low ratio for financial to physical savings was last seen in the run-up to bank nationalisation in the 1960s

IRB Infra banking on Modi for highway boom

Revenue visibility promising, given an order book worth four times the FY14 revenues, say analysts

Raising investment rate alone may not revive GDP growth

There has been a sharp rise in household investment in physical assets such as real estate and valuables and a corresponding fall in financial savings and corporate investment. Modi needs to reverse t

MCF likely to turn into a winner's curse

Suitors giving higher valuation to Mangalore Chemicals than their respective companies despite the latter struggling to grow

India Inc's league table sees major rejig

Half of 10 most valuable firms in March 2004 have lost their places on the list

Revenues outran profits in UPA decade

While some companies used that to become world leaders, others squandered it by over-borrowing

Dividend growth nearly halved in 2013-14

IT companies & a few pvt banks generous exceptions; software firms likely to remain so

Funds for the new bull market

They may not be the most popular currently, but have shown promise to shine in the new environment

Ability of Indian companies to generate profit declines

Revenue yield on every rupee of investment fell to Rs 1.06 in FY13 from Rs 1.20 in FY08

For FIIs, India is the best in EM basket

Foreign investors are betting top dollar on the country as growth is likely to recover at a time when other emerging markets are battling macroeconomic adjustments

Sun Pharma continues to outglow its peers

Adds Rs 35,000 crore to shareholders' wealth in FY14 due to strong growth in India and the US

Growth goes beyond a strong coalition

Weakest coalition since 1989, the United Front govt from 1996-98 delivered faster GDP growth than much stronger govts

Modi-fied rally in Adani stocks not backed by fundamentals

Adani Enterprises continues to suffer from high leverage and poor interest coverage ratios because of losses in its power venture and delays in its Australian mining project

Pharma whales might gobble more small fish

Top 10 companies valued at 25 times their net profits in the past 12 months against industry median valuation of eight times

Growth worries may dampen profit cheer

Sensex earnings likely to grow 20.5% in fourth quarter, amid slowdown in revenue growth and decline in margins

Fourth quarter results likely to sparkle

Top companies are likely to report double-digit earnings growth for a consecutive quarter, despite moderation in revenue growth