Page 47 - Malini Bhupta

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

Tata Motors: Sales decline in China not a major concern

Wholesale numbers for February reflect 10% growth, which is ahead of most estimates

Limited impact on 8 stocks entering FTSE after rejig

NMDC's debut on a global index may help stock price

IT vendors take greater risk on their books to drive revenues

While revenue growth of 10-20% is possible in 2013, valuations may trend lower on margin pressure

Macro indicators point to a rate cut in March

IIP expected to remain weak, inflation likely to remain benign only in H1 2013

Life after the Budget

Attractive valuations revive FII interest but for momentum to sustain, corporate profitability is key

L&T sees upgrades as stock price down 12.5% in 3 months

Company expected to end FY13 with 15% growth in order inflows

Cement volumes to stay weak in first half of FY14

Analysts trim earnings estimates as realisations unlikely to keep pace with cost push

Auto sales unlikely to recover in next financial year

Dealer checks paint a bleak picture, FY14 volume growth likely in single digit

Hike in royalty tax to level tax anomalies

Frontline companies not to be hit, as most payouts would be capped under DTAAs

Q3 GDP growth of 4.5% suggests slowdown not over

Manufacturing growth at 2.5% shows promise, recovery likely to be gradual

Why is recovery elusive?

For a broad-based economic recovery, the facilitators of growth need to turn positive

Pantaloon's core retail business shows improvement

Re-rating might take a while, as benefits of restructuring could take longer to translate

Not a taxing Budget?

Headline excise and service tax rates might not change but select sectors could get tax sops and tax holidays

Tough banking licence norms may keep many aspirants out

Large firms with good record in corporate governance may score over NBFCs & PSUs

Guidelines fair and open to all, says India Inc

Corporates aspiring for banking licences believe this move will change the face of the financial services industry

Betting on gold might not be rewarding in 2013

As the US economy improves and the dollar strengthens, gold prices are likely to remain subdued

Does the telecom sector need a new growth driver?

Revenue growth rate to moderate to single digit as voice traffic slows

Domestic business is key for Tata Motors now

Losses may continue till gaps in the passenger vehicle segment are plugged and CV demand picks up

Recovery may take longer

Lower food production and slower spending likely to drag GDP growth below five per cent in Q3