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Defying trend: Earnings growth no match for rally in CPSU stocks

Valuation rerating largely behind surge in mcap

Margin gains propel India Inc's Q3 profit despite revenue slowdown

The combined earnings were, however, up only marginally from Rs 3.15 trillion reported in Q2FY24 as well Q4FY23

Sensex earnings yield gap with 10-year US treasury bond turns negative

A negative spread between Indian equity yield and US long-term Treasury bond makes Indian equities less attractive for foreign investors and may lead to a selloff by FPIs

TCS mcap share in Tata group falls below 50%, a first in more than a decade

The rally in the Tata stocks has been by smaller companies while Tata Consultancy Services (TCS) - the biggest company in the group by market capitalisation- has been a laggard

Q3 results: Decline in volume, revenue growth drags FMCG companies

Their combined net sales were up just 7.4 per cent year-on-year (Y-o-Y) in Q3FY23, which was the lowest in nine quarters then

Budget: India Inc results may mirror govt expenditure in upcoming qtrs

In comparison, Larsen & Toubro, Maruti Suzuki, and Bajaj Auto have seen strong double-digit growth in net sales and net profit. fuelling a rally in their share prices

Banks' valuation discount to Sensex hits 10-year high, shows data

This is due to a relatively poor showing by top banking stocks on the exchanges in recent months. Analysts attribute this to the prospects of their muted earnings growth in the next few quarters

BSE 200 scorecard: From IGL to Zee, reading the tea leaves from FPI move

Krishna Kant and Ram Prasad Sahu track the investments made by foreign portfolio investors in BSE 200 companies - a move that is seen as pivotal to the future of a stock on bourses

Q3FY24 results: India Inc profit growth slowest in the last 14 quarters

Sample of early-bird companies shows worst net sales since Q3FY21

BFSI weighting in Nifty50 hits 7-year low as HDFC Bank stock slips

The 2019 calendar year was the high point for the BFSI sector, when its weighting in the index had risen to a record high of 40.6 per cent at the end of December

Earnings-equity valuation gap of Indian IT companies widens, shows data

The combined net profit of TCS, Infosys, Wipro, and HCL Technologies was down 1.5 per cent year-on-year (Y-o-Y) in the December quarter

Implementation of global tax code will be the key, says Marna Ricker

Marna Ricker, EY Global vice-chair (tax), in an interview with Krishna Kant in Mumbai, discusses the progress on the new tax code and its implications for companies and capital flows

Results preview: Nifty 50 earnings likely to enter slow lane in Q3

Brokerages have cut benchmark index's forward earnings estimates

Mcap club 2023: Tata group remains No 1; Murugappa, JSW in top 10

Ambani's group mcap is Rs 19.42 trillion at the end of CY23, up 10.7 per cent from the Rs 17.6 trillion a year ago

Gautam Adani reclaims India's richest title from Mukesh Ambani post-verdict

Reliance Group's combined market-cap at Rs 18.97 trillion, however, is way ahead of Adani Group's Rs 15.1 trillion

Record buyback of Rs 47,810 cr by 48 firms in 2023, highest in 6 yrs

A buyback is a process a company employs to repurchase its shares from stakeholders

India Inc billionaire promoter club: Count swells to record 152 in 2023

Mukesh Ambani back at the top ahead of Gautam Adani

Bull run takes Sensex valuation to 2-yr high; earnings per share decline

The Sensex valuation has witnessed a significant increase in the past two months

Bharat Forge riding high on its domestic business, stock price up 39.3%

The rally has been driven by investors' expectations of continued growth in Bharat Forge's bread-and-butter business of automotive forgings and a faster ramp-up of volumes in its newer segments

Managing portfolio: Stay with winners or make bets laggards in 2024

The start of a new year is also a good time to make bets on stocks that have been laggards and could potentially see a turnaround in their fortunes next year