If the earnings slow, interest rates rise or there is an external shock, the market will fall sharply
Restrictions have hurt discretionary, out-of-home categories the most
In this podcast, we take stock of India Inc's March quarter performance. Listen in
Deadline for March quarter and annual results ends on May 15 and May 30 respectively. The market regulator has extended both to June 30
Investors booked profit in the pharma counters after a healthy rally over the past week. The index settled 0.87 per cent down.
The overall market breadth remained in the favour of the bulls, courtesy rally in the broader markets
From a low of 30,555 hit earlier in the day, the Nifty Bank index ended at 31,783, up 2.15 per cent
While there will be some sectors (such as entertainment, hotels, aviation etc.) that will bear the brunt of the second Covid wave, the loss will be compensated by strong earnings in some other sectors
Barring shares of Dr Reddy's Labs, all constituents of the 30-pack index traded in the red
Q4 earnings: Despite a moderated YoY growth in loan book, HDFC Bank continues to outperform industry, resulting in market share gain
Wipro shares, so far for the year, have risen 8.5 per cent as against a gain of 3.7 per cent in the NSE Nifty index during the same duration
Analysts believe that the truer impact of Covid-19 as regards NPAs could be visible in the quarter even as banks may be tempted to remain prudent due to the second wave of coronavirus
A study has shown that 59 per cent of companies in India are intending to give salary increments to their employees in 2021
Bank results are especially eagerly awaited in this quarter. The Supreme Court has lifted its stay order, which means that banks can report NPAs realistically
As per some experts, Nifty50 could possibly post the highest earnings growth in a decade in a financial year that was marked by turbulent times in the form of pandemic to lockdowns to GDP contractions
The country's top brokerages expect Nifty50 companies to report a combined net profit of Rs 1.2 trillion in Q4FY21, translating into year-on-year growth of 142 per cent from Rs 49,645 crore a year ago
There is deep value in many PSU stocks as they have had significant valuation derating over the last 10 years
According to a March 19 note by BofA Securities, US 10-year Treasury yields could rise to 2.15 per cent by the end of calendar year 2021
Analysts revised the earnings estimate multiple times - from an EPS contraction in FY21 to the latest estimates of a around 15 per cent growth. Moreover, FY22 EPS is expected to grow further by 30%
Profit growth in the last two quarters has been one of the highest ever and recovery in earnings has been broad-based, rekindling hopes of a new cycle of growth for India Inc