Page 57 - Malini Bhupta

Sensex PE at 12.3, near bottom

Weak currency and attractive valuations could see the return of capital flows

India's growth cloud has a silver lining

Falling commodity prices and slowing gold imports will help ease trade deficit

Aurobindo Pharma: Crisis of confidence

May meet revenue guidance for FY13 if issues with USFDA are settled

Little upside in near term for Maruti Suzuki

The current stock price factors in all the positive triggers

HUL's 'and-and' strategy is paying off

Even as food stumbles in Q4, home & personal care beat the market growth

Bharti Airtel: All's well that ends well?

Total network minutes rise 5% q-o-q but revenue per minute down 1.9%

Marico: Q4 a mixed bag

Falling input costs help gross margin expansion, but higher ad spends cap operating profit growth

Hindalco: Capacity expansion is key

Q4 results show better volumes and realisations, but the pain is not over yet

Make or break situation in the power sector

Rate rise by SEBs is not sufficient to deal with the adverse financial condition

Rupee on a sticky wicket, defensives in demand

While a weak rupee may boost earnings, the risk of de-rating is much higher

Bears tend to rule in May

While historical trends suggest May is not good for equities, Indian equities face additional risks

Punjab National Bank: Margins may dip further

Deteriorating asset quality & concerns on margin pressure cloud FY13 outlook

L&T ends Q4 on a positive note

Downgrades likely as market is not convinced order flows will rise 15-20%

If Europe sneezes, India could catch a cold

Both capital flows and GDP growth face risks if the European crisis escalates

Building a long-term institutional equity business is a process, not an event: Vikas Khemani

Interview with President & head of institutional equities, Edelweiss Financial Services

FY13 to spell new risks for banks

Provisioning costs to rise as bad loans may migrate to lower categories and gross NPAs grow ahead of loan growth

It's only the sentiment, stupid!

Equity strategists feel the ground reality is much better than it appears

SBI: Are happy days here again?

While other state-owned banks continue to see deterioration in asset quality, SBI's slippages and NPAs are down substantially

Retail strategy is working for YES Bank

Credit quality strong, despite rising yields

ICICI Bank: Back on growth path

Stuns Street with a 31% increase in net profit and 30 bps improvement in net interest margin