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For improvement to sustain in FY15, the govt has to retain gold curbs and keep currency from appreciating
RBI defers implementation of Basel-III norms; move might lead to 45% cut in capital raising by these banks over FY15-16
Interview with Managing Director, Lupin
RBI allows it to hedge gold, currency futures on international exchanges; move to boost margins by 100 bps
Wipro, TechM, HCL to lead growth; Infy, TCS might report soft quarter
Analysts cut upstream firms' FY15 earnings estimates, while raising those for GAIL and Gujarat Gas
Minority investors to have final say in all related party transactions, says the new Companies Act; MNCs may find it hard to resort to controversial ways to enrich parent
Hailstorms may cause Rs 12k-cr crop damage, El Niño a bigger worry
Recent hailstorm, El Nino forecasts to hit GDP growth
Analysts estimate this to raise sales by $15-20 mn yearly; will contest generic segment with 2 others
New launches, cost-cutting measures to boost growth and margins in FY15
Lower utilisation rates and longer-term hedges to help expand margins in FY15
Suzuki investment to be treated as endowment, as parent won't earn direct profit from the arm in question
Suzuki not to use Maruti's post tax profits to fund part of capex, Suzuki to partly invest in Gujarat plant
But the central bank is unlikely to act on rates as core inflation remains sticky, feel observers
Core imports decline at modest pace; most of CAD improvement driven by falling gold import
HUL sees drop in rural demand; down-trading and higher demand for smaller pack sizes to hit margins
Capital infusion of $30 bn over two years needed amid high dividend payouts and impairment ratios
Stock up 16% since Jan on earnings upgrades for FY14 and hopes of a revival in investment cycle by FY16
The stock, which has given positive returns preceding atleast 5 elections, is best placed to benefit from a stable govt