Malini Bhupta
 "Malini Bhupta")
Malini Bhupta
Page 54 - 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
Tata Motors: JLR drives Q1 growth
Domestic biz disappoints, as slowing demand hits operating margins
Mahindra & Mahindra: Cost control drives profit beat
M&M surprises positively on margins & profit in Q1 as costs slip sequentially
Reliance Industries regains numero uno position
Select analysts turn bullish, as unregulated businesses might drive 90% of incremental Ebitda over FY12-17
SBI: Swimming in troubled waters
Three bad accounts in power, pharma and construction ratchet up fresh slippages to Rs 10,800 crore in Q1
Tata Steel: Outlook stays cloudy
Overcapacity and fear of Chinese exports may keep steel prices depressed
Why are FIIs in love with India?
Better earnings visibility drive foreign institutions to bet on the country
Markets could 'chug along' for some more time
While the bulls are charged by resilience in earnings growth, it¿s difficult to wish away macro challenges
Top 10 corporates account for 13% of bank loans
Apart from concentration of risk, investors worried over weak cash flows
Q1 surprises positively on earnings
Profit beat of most Sensex and Nifty companies come in above estimates
Maruti: Back to business
Given the pace at which the company is resuming operations at Manesar, the market expects negligible volume loss
Where can mkts go from here?
Top brokerages are finding the Sensex fully valued and stock-picking difficult
Pharmaceuticals: June quarter shows the way
Growth momentum to be driven by launches in the US, domestic market
FIIs remain defensive in June quarter
Buy pharma, consumer and utilities sell banking, industrials and energy
Cairn India: The lure of production increase
If Cairn gets nod to explore producing fields in Rajasthan, output could jump
Shree Cement: A star performer
Strong volume growth, better realisations and a firm handle on costs made it stand out in the cement pack
Refining margins may rise in Q2
As several refineries shut globally, capacity constraints raised margins