Page 8 - Malini Bhupta

Will Reliance continue to beat earnings in FY16?

Smart crude sourcing will continue to boost GRMs; new projects will drive revenue growth, say analysts

Bajaj Auto: Other income bumps up Q1 PAT

Realisations decline sequentially as product mix deteriorates

Asian Paints: Decline in raw material costs to drive earnings

Street builds in 10% volume growth

Sikka steers Infy back to high-growth trajectory

Re-rating likely as sequential $ revenue growth beats estimates

Iran deal to keep crude oil prices in $55-58/bbl range

5% fall in domestic prices of diesel, petrol could impact CPI inflation

Rate cut could be the next trigger for market

Fair valuations and slow recovery in earnings growth unlikely to support further uptick

Higher return on equity: An edge for Indian markets

Ability to deliver higher returns and margins to help India Inc stand out among emerging market peers; market to sustain premium valuations

SBI: Asset quality to improve further in FY16

Street expects gross NPAs and net NPAs to increase by FY17

Financial contagion unlikely even if Greece defaults

External accounts of emerging markets stronger than in 2011-12

Glucometers, tummy trimmers drive e-tail volumes

India's e-commerce market could grow 15 times to $300 billion in 15 years

Bharat Forge: Decline in North American truck market may impact sales

Weak ordering likely to impact Bharat Forge's revenue growth a few quarters down the line

Infra needs $1-trillion booster in next 5-7 years: Vikas Khemani & Stephen Gallagher

Interview with President and CEO, Edelweiss Securities & MD- International Mergers & Acquisitions, Wells Fargo Securities, respectively

Tata Motors: China slowdown a concern

Launch of Jaguar XE and SUV might help grow volumes in China

Slowing Asian growth & Fed rate hike key risks for India

Greece's exit from Euro zone might not lead to contagion but collateral damage from Fed rate hike likely

Asian Paints: Risk-reward favourable after correction

Weak demand continues to be a key risk to volume growth in FY16

Data tariffs likely to fall 25% post Jio launch

Street turns cautious as competitive intensity may cap returns on capital invested in expensive spectrum

Cement: Earnings to rise 24% CAGR over FY15-17

After recent correction, sector's risk-reward turns favourable

Infy: Will centralisation deliver 10-12% growth?

Sikka to actively manage top 15 clients across verticals

Will Glenmark surprise with licensing income in FY16?

Firm expects 10-12 approvals in FY16; analysts believe licensing income could boost earnings

RBI's fears on inflation may not play out

A shock unlikely even if prices of vegetables and pulses go up