The Japanese currency is up 5.2% against $ in 1 month
Most of the upside in the promoters' cash income is now coming from share buybacks, as equity dividends have remained sluggish
There is new optimism in boardrooms, driven by the recent improvement in both GDP growth and India Inc's financial performance. The long-awaited recovery may be around the corner
In FY18, on an average, public sector banks reported tier-I capital ratio of 8.4 %, against global average of 14.1%
The S&P500 rallied from a level of 112, beginning 1982, to its peak of 1,500 in March 2000 - largely led by a steady rise in the underlying earnings multiple
Second-tier NBFC stocks are trading at 24.4x their trailing earnings, which is nearly twice their 15-year average of 13.9x
China accounts for nearly half of all retail credit in the emerging markets with loan outstanding worth $6,142 billion at the end of December, 2017
Corporate India's earnings up 7.9% in April-June quarter, led by energy, metals and mining companies, and retail lenders
Analysts expect the trend to continue for a while, given the low level of household indebtedness
While Tata Motors' domestic business contributed with a 33 per cent year-on-year jump in net sales last financial year, the story at JLR was disappointing
Listed retail NBFCs reported a combined net profit of Rs 108 billion during the January-March quarter, compared to private sector banks' net profit of Rs 72.9 billion
Double-digit sales growth, operating margin at 16-quarter lows
The ICR for 1,056 firms (ex-financials, energy & IT services) improved to 4.4 during the April-December 2017 period
With a loan book of $268 billion, India's retail banking is now ahead of Russia, Malaysia and Mexico but behind China, Brazil and Thailand
Not surprisingly corporate India is not pleased with the latest move by the Trump administration
The auditor to Modi's Firestar International, Deloitte signed off the accounts for financial years ended March 2016 and March 2017
The Tatas have also impressed the Indian car buyers with a new range of passenger cars
Information technology services and pharma, India's two biggest exporting sectors, continue to face headwinds
Could push revenue growth at consumer and farm sector-related firms but gains might be tempered by higher inflation and borrowing cost
Listed Indian subsidiaries' share of their MNC parents' total market cap doubles to 6.3% from 3.1% in 2013; P/E multiple premium rises sharply