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Weak cement prices steal Dalmia Bharat's thunder

New Delhi, April 2 -- Dalmia Bharat Ltd is in a tight spot, thanks to the steep correction in cement prices lately in eastern and southern regions. While prices have dropped across markets, the excess... Read More


Keep expectations low from Page Industries

New Delhi, March 31 -- Patience is a virtue, but that may not be the case if you are an investor in Page Industries Ltd's stock. This is because the wait for an earnings turnaround is getting longer. ... Read More


Page Industries faces uphill battle amid lingering earnings woes

New Delhi, March 31 -- Patience is a virtue, but that may not be the case if you are an investor in Page Industries Ltd's stock. This is because the wait for an earnings turnaround is getting longer. ... Read More


Chart Beat: Cracks appear in tiles exports

New Delhi, March 28 -- Indian tiles exporters have borne the brunt of the Red Sea crisis leading to a dip in volume and value. Tiles exports by volume fell by 12.5% month-on-month and 4.2% year-on-yea... Read More


Are cement stocks disconnected from reality?

New Delhi, March 27 -- Shares of major cement manufacturers ACC Ltd, Ambuja Cements Ltd and UltraTech Cement Ltd have gained 17-32% in the last six months. Does this suggest that all is hunky dory in ... Read More


Accenture earnings: IT investors should wake up and smell the coffee

New Delhi, March 22 -- Were you among the optimistic investors hoping for a revenue revival in the Indian information technology (IT) sector in FY25? If yes, then Accenture's Q2FY24 earnings should pr... Read More


For EMs, the tide seems to be turning on rate cut hopes

New Delhi, March 21 -- The appetite for emerging markets (EMs) among global investors seems to be reviving, amid expectations of three interest rate cuts by the US Federal Reserve in 2024. On Wednesd... Read More


For emerging markets, the tide seems to be turning on hopes of a rate cut

New Delhi, March 21 -- The appetite for emerging markets (EMs) among global investors seems to be reviving, amid expectations of three interest rate cuts by the US Federal Reserve in 2024. On Wednesd... Read More


Cement firms' earnings are at risk even as input costs soften

New Delhi, March 20 -- The diesel price cut of Rs.2 per litre after a long gap is positive news for cement stocks. Roadways form a significant portion, over 50%, of cement makers' transport mix, so mo... Read More


Chart beat: Indian IT firms' exposure to H-1B visas at a multi-year low

New Delhi, March 19 -- In the run up to the 2024 US presidential elections, discussions on immigration policies and their potential impact on the Indian IT sector are likely to resurface, especially a... Read More