Tag Archives: Infrastructure

Cyclical stocks: Kya ab inka time ayega?

Macro economic developments, management commentaries of leading companies and the on ground activity, such as companies announcing capex plans etc, hint at a probable upswing in the economic cycle.

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In conversation with Nilesh Shah

Budget 2021

Nilesh termed Budget 2021 and the vision it has laid for the next few years, a high-risk-high-return bet. If India executes well, then the Budget would deliver growth beyond FY22, if not, India may have to pay the price.

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Bird’s eye view of India Inc.’s performance in Q1 2020

http://bit.ly/2lDej1Z

With 493 of the BSE 500 companies having shared their results till date, we’ve done a quick review of how the corporate sector has fared. A look at the big picture reveals that the overall universe of companies has managed to grow its revenue by 7.4% YoY, while the overall EBITDA grew at a YoY rate of 4.6%

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8 stocks that could perform exceedingly well under Modi 2.0

Modi 2.0

A massive mandate has ensured that there won’t be flip-flops on the macro-economic policy front. In fact, the government will be able to focus more vigorously on its unfinished agenda. Furthermore, the work done so far might also start bearing fruits, sooner or later.

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