| Special Reports |
| Initiating Coverage |
| HCG: Expansion yet to be priced in |
| | Leading player in niche area of oncology | | | Impressive track record lends credibility | | | Expanding presence in fast-growing fertility market | | | Financials: 22% EBITDA CAGR with positive FCF generation from FY2018E | |
| Economy |
| Economy: Reassessing India's fiscal stance |
| | A few positive steps regarding the union budget | | | Reforming the fiscal stance towards countercyclical policies | | | Better data management for consolidated accounts essential for gauging true fiscal stance | | | Focus areas: irrigation, rural development, public and social infrastructure | |
| Daily Alerts |
| Change in Reco |
| Bharat Forge: Downgrade to SELL |
| | Headwinds in commercial vehicle and exports businesses to drive revenue decline in FY2017E | | | Our estimates already build in ramp-up in revenue growth from new segments in FY2018-19E | | | Lower FY2017-19E EPS estimates by 5-7%; downgrade to SELL with revised TP of Rs835 | |
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