Page 14 - Malini Bhupta

In the big league

Following a slew of acquisitions, Tech Mahindra is on course to grow into a $5-billion company

Cigarettes volume to decline 7-8% on punitive tax

The Union Budget 2015 demonstrated that it is moving in tandem with global practices on curbing tobacco consumption

Will the Budget deliver big bang reforms?

Economic Survey rules out need for such reforms; analysts believe fiscal tightening, rural stress and political debacle might be restrictive

India doesn't need Big Bang Reforms: Economic Survey

'Big Bang Reforms' tend to happen after crisis and India is not in the midst of one; rising influence of states and institutions restricts the Centre's ability to reform

Market expects auto volumes to recover in FY16

Passenger cars and commercial vehicles growth to outpace two-wheeler growth

Relax and sit tight; markets will do better after Budget

Since 1999, average 2-month return after Budget has been over 2%; trend negative in the month before

Jubilant Foodworks: Same store sales set to turn positive in FY16

Hopes of a recovery in consumer sentiment and tie-up with railways could boost sales

Don't be fooled by India's fastest-growing economy tag

New GDP math sends high-frequency indicators out of whack; sharp recovery led by weak inflation print and not higher output

Markets give negative returns a month ahead of Budget

Over the last 15 years, returns have been mildly positive three months prior to the Budget

ITC: Risk-reward compelling as stock is cheapest consumer pick

Street expects company to revert to volume growth in FY16, earnings rate to sustain at 18%

Budget 2015 likely to be positive for most sectors

Capex boost to infra may put spotlight on cement, metals, road companies

Infosys set to return to double-digit dollar sales growth in FY16

Valuation may expand if revenue growth catches up with sector's

Eicher Motors: Strong demand for Royal Enfield & recovery in CVs to drive profit

Street willing to give premium valuations, based on strong catalysts such as robust volumes

Tech stocks lose currency with domestic & foreign investors

Modest growth projections, coupled with currency turmoil, lead to cautious stance on sector

FY16 earnings estimates at risk after poor Q3

Investors bet on India as other markets are either distorted by QE or are linked to China

Can economic revival end problems of PSU banks?

Growth not enough; govt will have to reform ailing ones for private investors to fund capital needs

FIIs cut positions across sectors in Dec quarter

Overweight position hits a record at 400 bps, but cut in holdings suggests near-term cautiousness

WPI in negative zone, 50 bps rate cut likely by June

Prices of food, fuel, manufactured goods dip; retail inflation to follow

Exceptional gain bumps up M&M's Q3 PAT

Revenues down 10% on sluggish volumes; tractor margins down 340 bps y-o-y at 14.2%

There may not be a wave, but there is growth: C P Gurnani

Interview with MD and CEO, Tech Mahindra