Malini Bhupta
 "Malini Bhupta")
Malini Bhupta
Page 16 - Malini Bhupta
Global strategists say markets pricing a delay in rate hikes in US, UK
Central banks across the world seem to be gearing up to prevent a sharp slowdown born out of economic deflation
 "Global strategists say markets pricing a delay in rate hikes in US, UK")
Chasing the long tail
The spread of online retailing has spawned many internet entrepreneurs hawking obscure or regionally known products. So when is the long tail market viable?
 "Chasing the long tail")
Old Infosys is dead, Vishal Sikka stamps his presence
Margins up 60 bps to 26.74%; best performance in three years; utilisation best in a decade
 "Old Infosys is dead, Vishal Sikka stamps his presence")
HUL's earnings set to double over FY15-17
Lower input costs, recovery in volumes, higher earnings likely to support rich valuations
 "HUL's earnings set to double over FY15-17")
India, China best picks amid global meltdown in equities
US might defer rate hikes, launch QE4 if $ continues to strengthen
 "India, China best picks amid global meltdown in equities")
Indian metal companies may lose cost advantage
Days of cheap coal over, as govt is likely to link reserve price for mines to international prices
 "Indian metal companies may lose cost advantage")
What will drive the Sensex in 2015?
Mean reversion, political cycle and US interest rates to impact equities far more than GDP growth
 "What will drive the Sensex in 2015?")
Re-rating likely for PSBs as asset quality issues abate
Asset quality issues abate; lower interest rates, marginal pick-up in credit demand to drive earnings
 "Re-rating likely for PSBs as asset quality issues abate")
Consumer staples likely to struggle with low volume growth
Analysts expect strong revenue growth from categories like oral care, packaged foods and jewellery
 "Consumer staples likely to struggle with low volume growth")
Sesa Sterlite: Hardening of zinc prices to benefit
Fair value of Sesa Sterlite might increase by Rs 9/share for each $100/tonne increase in zinc prices
 "Sesa Sterlite: Hardening of zinc prices to benefit")
Bank of Baroda: RoE set to improve to 15.5% in FY16 and FY17
Analysts expect treasury income, loan growth to support earnings
 "Bank of Baroda: RoE set to improve to 15.5% in FY16 and FY17")
Accenture Q1 show suggests demand environement is strong
Reports 10% revenue growth in Q1; outsourcing and digital revenues grow in double digits
 "Accenture Q1 show suggests demand environement is strong")
HUL: Earnings upgrade kicks off as input costs dip & demand stays strong
Reports revenue growth of 12% in first half of FY15, while sector struggles with single-digit growth
 "HUL: Earnings upgrade kicks off as input costs dip & demand stays strong")
HUL: Lower input costs, double digit demand to drive earnings upgrade
Analysts expect company to command premium valuations as it is growing ahead of the pack
Yes Bank: NIMs to expand 15-20 bps in FY16
Focus on retail franchise and fall in cost of funds to drive earnings growth
 "Yes Bank: NIMs to expand 15-20 bps in FY16")
Havells: Rich valuations; revenue growth to moderate
Stock at 27x FY16 earnings in the face of 13% estimated revenue growth in FY15
 "Havells: Rich valuations; revenue growth to moderate")
BJP win in Jharkhand to boost CIL's volumes
State accounts for 11-12% of CIL production; resolving issues in the state will boost output
 "BJP win in Jharkhand to boost CIL's volumes")
Opec letting oil markets decide a new equilibrium, to ease its own aim: Miswin Mahesh
Interview with analyst at Barclays Capital
 "Opec letting oil markets decide a new equilibrium, to ease its own aim: Miswin Mahesh")
Bajaj Auto tweaks go-to-market strategy
To focus on entry level, premium segment to gain market share; set to enter 13 new export markets
 "Bajaj Auto tweaks go-to-market strategy")
Should RBI let the rupee depreciate further against the dollar?
Might not want to allow a sharp fall, as this can prove risky for portfolio investments
 "Should RBI let the rupee depreciate further against the dollar?")