| Special Reports |
| Strategy |
| Strategy: The 'price' trap |
| | We hope that central banks' policies will work out eventually but evidence is low | | | We hope that China will manage its issues but we don't know for sure | | | We hope earnings will grow strongly but the Street is already forecasting strong growth | | | We are hopeful about valuations holding up but that's just hope; valuations are rich | |
| Daily Alerts |
| Change in Reco |
| Ashok Leyland: Early signs of demand moderation in CVs |
| | Early signs of slowdown in domestic MHCV industry volumes | | | We cut our earnings estimates by 11-12% over FY2017-18E | |
| Company alerts |
| UltraTech Cement: Jaiprakash deal - a step closer |
| | Ultratech board approves Jaiprakash deal at a higher consideration | | | MMDR Act amendment - new auction rules to facilitate timely sale process | | | Purchase consideration in redeemable preference shares and debentures | |
| Sector alerts |
| Automobiles: 1QFY17 quarterly preview |
| | Quick summary of our 1QFY17 company-wise expectations | |
| Banks/Financial Institutions: Sequentially better, weak for banks YoY; improving trend for NBFCs |
| | Weak revenue growth and high provisions lead to another weak quarter | | | A bit of relief on fresh slippages; provisions to remain high | | | Growth still elusive across banks; retail still driving growth | | | NBFC: A strong quarter for most | |
| Energy: A small step |
| | Modest increase in kerosene price - regular increase on a monthly basis will be crucial | | | Government may reduce its share of burden before passing on benefits to companies | | | Upstream stocks are already pricing in a scenario of nil subsidies at crude price of US$53-55/bbl | | | Prefer IOCL among downstream stocks | |
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