Page 53 - Malini Bhupta

Q1 GDP estimates ahead of consensus

But it?s nothing to cheer about as slowdown is secular and next two quarters may be worse

Economy may see more pain

PMI contracts as power outages hit productivity, demand for exports slips

Demand situation looks better for IT sector

Higher deal closures suggest growth is on track no big stress on pricing

Nestle: Slow moving

Analysts have lowered earnings estimates as rising competition and input costs could hurt growth

Malini Bhupta & Abhijit Lele: The hidden truth to PSB profitability

State-owned banks may be sitting on a powder-keg of inadequately provisioned loans

L&T might lower revenue, order expectation

Analysts feel it may not meet guidance as investment cycle is not picking up

Reserve Bank of India only deferring the inevitable

Central bank might cut CRR by 25 bps this month as economy hits a trough

Power play: Govt plans to revamp SEB, discom debt

Analysts say discoms would get only a temporary reprieve, as subsidies would continue to skew their financials

RIL: Eye on the core

Analysts believe the company's investments in core businesses could double operating profit over 5 years

It's advantage M&M as sales of utility vehicles boom

Launch of Quanto may boost UV sales & monsoon revival will support tractor sales

Past QEs have got a mixed response from markets

Experts believe the rally is a tactical one because liquidity may not improve the real economy

Financial markets seen more resilient after Lehman crisis

Risk of a blow-up has somewhat eased after the European Central Bank's response to the sovereign crisis

Flat IIP growth is a sign of things to come

Poor industrial production & lower agri output to further drag GDP growth rates

Tail risks to the economy ease

Govt moves unlikely to cut fiscal deficit & high rates to delay investment revival

IT sector may lose rupee sheen

Structural slowdown & currency appreciation to impact margins

Malini Bhupta: Willing suspension of disbelief

In a rising market there are higher chances of analysts losing perspective on operational challenges

State electricity boards' debt revamp positive for banks

Though profitability of affected banks would be hit in FY13, it would have a positive impact in the long term

TCS on track to meet FY13 growth guidance

Though volume growth & margins might dip in Q2, demand remains robust

Rupee might touch Rs 51-52 vs dollar by December

Strong portfolio flows to bridge current account deficit and stronger rupee to offset risk of higher oil prices

Maruti: Positive triggers in place

Wage hike impact negligible, but rupee appreciation and new launches will help recoup lost market share