Page 21 - Malini Bhupta

Sikka magic may revive high growth at Infosys

Analysts bullish as company looks to invest in new technologies

Auto sector: Margins expected to improve in Q2

Lower input costs, higher volumes to aid profitability; Maruti Suzuki's earnings likely to jump 44% y-o-y

L&T: Risk of higher losses in subsidiaries persists

Bid differentials suggest competitive intensity strong in West Asia

Bank stocks could gain if credit growth picks up

If FY15 growth is 12% instead of the market expectation of 15%, earnings could grow 5-6% more

JP Associates' plan to lower debt faces hurdles

Excess Kharcham capacity, fuel supply shortfall at cement and power businesses a big overhang

S&P outlook upgrade may be a game-changer for markets

Further inflows into local currency corporate bonds likely; weaker euro may offset pressure on EM currencies

Market hopes for quick resolution on coal blocks

Auctioning operating mines in 6 months could be tough; bidding documents might not be in place

Coal verdict: Market sees long-term positives

At 25%, Ebitda impact on JSPL the highest; no clarity on lenders

Metal prices weaken on global macro factors

Rising dollar likely to put more pressure on base metal prices

JP Associates: Did cash crunch lead to share sale?

Lenders face limited risk as loans are backed by hard assets

Fall in raw material costs to impact FMCG earnings

Analysts expect earnings growth to accelerate in the coming quarters and gross margins to increase

Crude oil likely to sustain below $100/bbl

Oil subsidies to fall 44% in FY15

Analysts bullish on Tata Motors despite JLR blip

JLR volumes could hit million units by 2019, stock trading at discount to other premium automakers

Cognizant's acquisition to put pressure on cash-rich IT firms

Buying cloud technologies imperative, as these are expected to account for 20% of incremental revenues of top 5 IT firms

Divergent monetary policies positive for India

Inflows from Europe, falling crude oil to come to the rescue if rupee cracks against the dollar

Industrial, inflation data show imbalances persist

Inflation trajectory does not match the slump in demand, prolonged pause on rates likely

Ashok Leyland: Gains led by commercial vehicles

Volume growth to improve operating leverage, margins set to improve, believe analysts

Who'd stand to gain from HDFC-HDFC Bank merger?

Analysts say HDFC Bank should not bear the cost of merger

JPA's debt reduction plan comes under cloud

Excess capacity in Kharcham project and inadequate fuel supply to cement & power businesses a big overhang

Savvy retail investors can't get enough of equities

Financial assets make a comeback as returns on physical assets falter