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Tuesday, February 2, 2021
The Government surprised the markets with a bold budget which focus on reviving growth by deficit spending. Government expenditure for the year was revised to ?34.5 lakh cr. from the budget estimate of ?30.4 lakh cr. The Government surprised the markets and went for much needed deficit spending with the fiscal deficit for the year …
Monday, January 25, 2021
Post the Covid-19 pandemic there are expectations that the budget would contain measures to boost the economy. In the aftermath of the Covid-19 pandemic, the Government had undertaken targeted fiscal measures aimed at supporting the most critical sectors given the lack of fiscal space to provide support to the economy in the form of large …
Monday, January 25, 2021
Post the Covid-19 pandemic there are expectations that the budget would contain measures to boost the economy. In the aftermath of the Covid-19 pandemic, the Government had undertaken targeted fiscal measures aimed at supporting the most critical sectors given the lack of fiscal space to provide support to the economy in the form of large …
Wednesday, December 30, 2020
Indias economic recovery from the Covid lows has been quicker than expected and has come as a pleasant surprise for the markets. While India’s recovery from the pandemic lows was slow to begin, we have witnessed a strong acceleration in economic activities over the past few months due to reopening of the economy and festive …
Monday, September 14, 2020
As per our calculations multi-cap funds have a total AUM of `1,46,500 crore with almost 74% of AUM being allocated to large caps while allocation to mid and small caps are 16.5% and 6.2% respectively. If the SEBI recommendations are implement then there could be shift of `40,650 crore from large caps to mid and …
Saturday, September 5, 2020
Expectations of further improvement in economic activities along with the possibility of a vaccine sometimes by end of 2020 or early 2021 has led to the rally becoming more broad based recently. While we see continued momentum in sectors with strong revenue visibility like IT, Pharma and Telecom, beaten down sectors like aviation, hotels and …
Tuesday, June 2, 2020
The Ministry for Home Affairs (MHA) announced further relaxations in restrictions on the 30th of May 2020. As a result we expect that restrictions will be lifted significantly in most parts of the country which should lead to increased economic activity from June onwards. Markets have reacted positively to the Government’s announcement on unlock …
Thursday, May 28, 2020
Mindtree Ltd is an international information technology consulting and implementation company that delivers business solutions through global software development. It is virtually a debt free company and has been maintaining a healthy average dividend payout of 30%.It delivered an RoE of 25.1% and is trading at valuation PE 23.6x of TTM earnings. Hence BUY.
Tuesday, May 26, 2020
Monetary Policy Committee (MPC), in it’s bi monthly MPC meeting reduced Repo rate & Reverse Repo rate by 40bps to 4% & 3.35%, respectively, and maintained an accommodative stance.
Friday, May 22, 2020
Indraprastha Gas Limited (IGL), processes and distributes CNG and LPG. It has reported a topline growth of 8.1% CAGR and bottomline of 15.5% CAGR over FY2015-19.IGL’s return on capital employed (ROCE) is 31.7% for FY19, pays an average dividend of 20% and is available at 6.3x of book value. Hence Buy.
Thursday, May 21, 2020
Petronet LNG Limited (PLL) is engaged in sale of re-gasified liquefied natural gas (RLNG). The company has been improving its revenues I n the last 3 years. PLL has been maintaining average dividend payout of average 20%.The company has a ROE of 21.8% and it is currently trading at a valuation P/Bv of 3x of …
Monday, May 18, 2020
Size of economic stimulus announced is below market expectations The Finance minister has announced an economic stimulus package of Rs.11 lakh cr. between the 13th and the 17th of Mar’20. Including various measures announced by the RBI & government earlier total size of the economic package works out to Rs.21 lakh cr. Markets have however …

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