| Special Reports |
| Strategy |
| Strategy: No cash, only credit |
| | Psychological impact on unaccounted 'flow' greater than financial impact on undisclosed 'stock' | | | Narrowing options: Increasingly hard to avoid detection of unaccounted income and wealth | | | Small-value cash-based transactions may stabilize over the next 2-4 weeks | | | Informal credit may support consumption; from 'no credit, only cash' to 'no cash, only credit' | |
| Daily Alerts |
| Results |
| India Cements: Lower fuel costs, volumes aid earnings |
| | EBITDA outperformance led by increased pet-coke usage (80%) and higher volumes | | | Increase in pet-coke costs to hurt profitability from 3QFY17 | | | ICEM's trade sales at 70%, limited impact of demonetization until now | |
| Sobha: 2QFY17: OCF positive, but cost escalations a worry |
| | Results review: Regular cost escalations cast shadow on positive operating cash flows | | | Operations review: Better sales, given the odds during the quarter | | | Sentiment could drop volumes in the near-term | |
| Sector alerts |
| Banks: Addressing short-term pain |
| | RBI provides 60 day relaxation on NPL recognition | | | Early days to fully assess the impact | | | Temporary relief, medium-term concerns remain | |
| Consumer Products: Month in review - Oct 2016: Demonetization drives sector underperformance |
| | Pricing/promotions - more hikes in S&D; promotional intensity still high in select categories | | | RM inflation - mixed trends; agri-inputs and crude oil start inching up again | |
| Telecom: 2QFY17 wireless round-up: operators scamper for volumes |
| | Operators focus on volumes and subscriber additions in the post 'R-Jio launch' world | |
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