Malini Bhupta
 "Malini Bhupta")
Malini Bhupta
Page 46 - Malini Bhupta
Fourth quarter likely to be muted for telecom sector
Margins may remain stable, revenues and volumes to stay under pressure
 "Fourth quarter likely to be muted for telecom sector")
Retail investors' flight a 10-year trend
Promoters, FIIs gain in their stead; experts say mix of market movement, regulatory help and economic optimism needed
 "Retail investors' flight a 10-year trend")
L&T meets FY13 order inflow guidance, back in reckoning
Company's flexibility allows it to grow order book during a slowdown
 "L&T meets FY13 order inflow guidance, back in reckoning")
Adani Power: Long road ahead
Utilities may put up a fight against Adani's demand for 64 paise hike per unit from Haryana, Rs 1.11 from Gujarat
 "Adani Power: Long road ahead")
Adani Power: CERC order not so positive
A minority order says the petition is a "misuse of law"
FY13 a clear washout for automobile companies
What's worse, the outlook for FY14 remains hazy as any recovery in sales will only be gradual
 "FY13 a clear washout for automobile companies")
Judgement on Novartis a positive for generic companies
Similar outcomes for Big Pharma in other countries, too
 "Judgement on Novartis a positive for generic companies")
 "Maruti's valuation attractive after 22% fall in stock")
Maruti's valuation attractive after 22% fall in stock
Analysts expect auto volumes to recover in second half of FY14; fall in yen to help profitability
 "Maruti's valuation attractive after 22% fall in stock")
Iron ore, coal shortages hurt profitability of steel makers
Costs rise as India set to become iron ore importing nation thanks to mining bans
 "Iron ore, coal shortages hurt profitability of steel makers")
Will revival of US equities mean outflows for India?
Rotation of assets from bonds to equities to benefit Indian equities too, as FIIs get disenchanted with China
 "Will revival of US equities mean outflows for India?")
Regulatory headwinds a drag on Titan Industries
Fear of deceleration in jewellery sales an overhang for stock
 "Regulatory headwinds a drag on Titan Industries")
Reliance's core business continues to improve
Singapore GRMs up 35% sequentially; petchem margins set to expand as prices of most products are up
 "Reliance's core business continues to improve")
Banking sector's asset woes to continue in FY14
Higher provisioning from FY14, slower deposit accretion will impact margins
Has the consumer sector hit a valuation bubble?
Aggressive growth assumptions may fall flat, as consumption is cracking across categories
 "Has the consumer sector hit a valuation bubble?")
Manappuram's bad loans thesis fails to convince
Even if loans disbursed a year ago had loan-to-value of 85%, gold prices are up 10% from January 2012
 "Manappuram's bad loans thesis fails to convince")
Indian firms' subsidiaries in Cyprus face bank tax hit
Network18 Group has $260,000 in island-nation
 "Indian firms' subsidiaries in Cyprus face bank tax hit")
Bulls withdraw support despite rate cut
Rate-sensitives unlikely to see revival, with policy transmission limited
 "Bulls withdraw support despite rate cut")
Capex cycle to weaken further in FY14
Analysts expect project cancellations to accelerate and new order inflows to moderate sharply
 "Capex cycle to weaken further in FY14")
Reserve Bank has a narrow window to cut rates
With diesel prices liberalised, WPI may be driven up in coming months by fuel price hikes
 "Reserve Bank has a narrow window to cut rates")