Page 32 - Malini Bhupta

CERC tariff norms differentiate between state-owned and private power generators

NTPC returns might get hit if incentives linked to plant load factor; generator would suffer if SEBs don't draw power

Rupee gains despite swap window closure, other EM currencies continue to fall

Though forex reserves are up by $19 billion and the import cover has improved to 7.5 months, rupee continues to face taper risks

CERC draft tariff guidelines negative for state power companies

Country's largest generator NTPC's returns would decline if the tariff incentives are linked to plant load factor

Market players evaluate beaten-down infra sector

Expect revenues to grow by 10% and margins by 175 basis points in FY15

Are market analysts re'Modi'fying their view?

Why Modi may not prove to be the messiah everyone thought he would be

We have to sell products like McDonald's sells hamburgers: Aditya Puri

Interview with CEO, HDFC Bank

US GDP data positive in Q3, but taper risks lower for India

With US Treasury yields remaining static, chances of a major sell-off in emerging market bonds are low

Telecom could be a dominant theme for markets in 2014

A benign regulatory environment and improvement in operating metrics could drive earnings upgrades

RIL: Market shrugs off gas price hike news

Stock falls 5% in a month as investors continue to focus on issue of 'cost recovery' and ignore catalysts like higher gas realisations & GRMs

Metal stocks, steel companies make the most of weak rupee

Global steel prices expected to remain stable as demand likely to pick up, base metals to stay under pressure

India in for a slow and stable 2014

The impact of US Fed's tapering will be marginal for India; expect steady growth in both GDP and earnings

Q2 GDP growth at 4.8% points to economy bottoming out

Recovery not in sight yet as services growth falls below 6%, levels last seen in 2001

Q2 GDP growth at 4.8% suggests economy bottoming out

Recovery not in sight yet as services growth falls below 6%, levels last seen in 2001

Maruti Suzuki: Earnings acceleration to continue

Pipeline of 14 new products for India and permission from parent to export to developed markets will drive growth

Foreign investors queue up for road & clean energy assets

This is because not only are valuations attractive, new opportunities have also arisen in sectors such as renewable energy

Utilisation a key margin driver in Q2 for IT companies

Even as growth picks up, companies need not have high bench strength, as attrition levels remain benign

Government measures ease stress for power sector

Earnings yet to pick up, as falling rupee and weak power offtake continue to affect profitability of generators

Q2 GDP likely to have grown 4.6%: Consensus estimate

Better industrial & agriculture output to help growth pick up but sustainable recovery unlikely this financial year

CLSA sees Modi momentum building in India

Foreign brokerage believes BJP may win 186 seats, up from 156 in July

Media's hidden skeletons

Charges of sexual assault against Tarun Tejpal bring to light how such cases are not isolated in nature