Page 35 - Malini Bhupta

HCL Tech's core business continues to struggle

Changing business mix and new deal wins of over $1 billion every quarter are expected to drive growth

HCL Tech's core business continues to struggle in Q1

Changing business mix, new deal wins of over $1 billion every quarter are expected to drive future growth

HCL Tech Q2 numbers indicate traditional outsourcing model is dead

Analysts are not cheering the 3.5% sequential growth in revenues or 300 bps margin expansion but the shift in business mix

Bajaj Auto: Exports, currency fall drive profit beat

Better realisations in domestic market also help prop up operating margins

Bajaj Auto: exports & currency fall drive profit beat

Better realisations in domestic market also helped prop up operating margins which have risen 420 bps yoy

Political indecision raises long-term risks for US

The big question that markets have to deal with is: what happpens if the US does not resolve the debt ceiling issue

US debt ceiling crisis could spiral if deal not struck by Thursday

Without resolution, not only would US growth suffer but dollar's status as reserve currency could also be questioned

Power sector to report weak Q2 numbers on low offtake

Utilisation levels of power plants under pressure as capacity addition increases 11% y-o-y but supply grows only 6%

Power sector to report weak Q2 numbers as offtake remains weak

Utilization levels of power plants under pressure as capacity addition increases by 11% YoY but supply grows 6%

Petchem saves the day for RIL even as refining margins fall

Profit beat driven by operational metrics, share of other income in profit falls to 30% in Q2 from 38% in Q1

Petchem saves day for RIL in Q2 even as GRMs fall

Profit beat driven by operational metrics, share of other income in profit falls to 30% in Q2 from 38% in Q1

Domestic, foreign investors rooting for Modi: Nick Paulson-Ellis

Interview with Country head, Espirito Santo Securities

Infosys trains guns on revenue growth, reinvests rupee gains

Profit dips as company concentrates on earnings; operating expenses up 22.5% sequentially

Infosys trains guns on revenue growth, reinvests currency gains

Profit dips as company concentrates on reviving revenue growth, operating expenses up 22.5% q-o-q

LIVE: Infosys Conference Call

Excerpts from the analyst's conference call

ANALYSIS: Fallen bellwether Infosys rises like a phoenix

Infosys beats Street estimates with a 3.8% QoQ revenue growth in Q2, announces special dividend

There is no need for undue worry over banks' health: R K Bansal

Interview with CDR Cell Head & Executive Director, IDBI Bank

August IIP estimated to be 2%, September WPI at 6%

Data points no longer seem ominous but no material improvement in economic growth or industrial output

August IIP estimated to be 2% & Sept WPI at 6%

Data points no longer seem ominous but not material improvement in economic growth or industrial production

Raghuram Rajan effect working well for currency

Rollback of July tightening measures indicates comfort on currency but a repo rate hike is around the corner