Page 31 - Malini Bhupta

FY14 earnings estimates rise 0.5%

While weak rupee will support export earnings, domestic sectors set to recover as stalled projects take off and govt spending picks up

Capex jumps to 4.9% of GDP in December quarter

Driven by govt spending, investments hit six-quarter high in Sep-Dec, cheering industrials and infra firms

Cross-currency benefits to boost IT services revenues

Infosys and Wipro to report margin expansion in Q3; HCL Tech may see margins decline on wage hikes

Indian steel companies to benefit as China cuts exports

India set to emerge as net exporter of steel as China plans to cut exports by 11 million tonnes in FY15

Mixed fortunes for Maruti and Mahindra in December

New UV launches impact both, but tractors come to the rescue of M&M and mini segment saves Maruti

Economic growth may see shallow recovery in FY15

Industrial recovery, general elections and a pick-up in developed economies will aid recovery in growth but a secular bull run is unlikely

Cement prices decline across India in December

Subdued demand expected to pick up in the fourth quarter, which may improve pricing power of companies

2014: Political risks to watch out for

Investors are focused on these as some of the biggest single-day moves were driven by political developments in 2013

Realty stocks start buzzing as credit disbursement picks up

BSE Realty Index returns 11% in a month as bank credit rises 19.6% and some players successfully launch projects

Is it time to buy PSB stocks?

While some equity analysts have raised target prices for public sector banks, others remain cautious

Lupin's strategy to focus on niche segments pays off

Company gets approval to launch generic versions of 3 drugs in December, earnings could rise 3-5% over FY14-16

It's curtains for QE3, long live easy money

Bernanke softens taper blow by committing to keep rates low till 2015; EM currencies unlikely to see bloodbath

Will RBI's unexpected 'inaction' hurt credibility?

Rajan's move to hold rates signals a reactive approach, which could fuel inflationary expectations, hurt rupee

RBI refuses to react to 'noise', puts govt on notice

If the headline inflation continues its upward trend, then a rate hike in January is inevitable.

Infy on the mend but revenue volatility to continue in FY14

Deal wins, though better than a year ago, are nowhere near competitors'

In 2014, markets will be as volatile as in 2013: Bhavtosh Vajpayee

Interview with MD & Head of Indian Equities, Barclays

FIIs have more questions than answers after BJP's sweep

Concerns surround BJP's prime ministerial candidate Narendra Modi and his ability to revive the economy

US bond yields may rise to 4% as growth revives in 2014

Neglected pockets of Indian equities and 'policy ignition' themes to dominate in New Year

US bond yields may rise to 4% in 2014

Turmoil in emerging market bond markets to continue; neglected pockets of Indian equities and 'policy ignition' themes to dominate in New Year

Street bets on small and mid-cap consumer stocks

Rise in promotional activity and high input costs to eat into gross margins in FY15, which have been up in past 10 quarters