Page 3 - Vishal Chhabria

Cement: Outlook may remain weak for 3-4 quarters

At the current price (Rs 180-200 a bag), the larger companies' ratio of operating earnings a tonne are low and the smaller ones are making losses

Delay in Neo delivery to hurt IndiGo

Market worry pushes stock down nearly 6% on concern about future earnings, margins

It is not going to make a difference to Indian debt: Jayesh Mehta

Interview with Managing director and country treasurer for India at Bank of America Merrill Lynch

10 stocks that stand out

Consensus earnings estimates of Sensex have been lowered several times from Rs 1,866 in November 2014 to Rs 1,488 currently

100+ PE stocks: Should you worry?

Expectations of high earnings growth, scarcity premium and excess global liquidity have led to such high valuations

Gammon stares at a tough road ahead

Gammon Infra is selling its prized assets to reduce debt. The move may impact its profit, leaving it with not enough resources to service its remaining debt

Will lower rates boost equity returns?

Theoretically, there is an inverse relationship, but other factors need to fall in place for it to work well this time

After every crisis, people will start pricing risk properly: Vijayan Subramani

Interview with MD and head, treasury and markets, DBS Bank

Whatever Fed does, I don't see people selling off India: Motilal Oswal

Interview with chairman and managing director, Motilal Oswal Financial Services

Large-caps in a sweeter spot

Not only are valuations cheaper now but the earnings prospects for many of these are also healthy

Britannia Industries: Munch more cookies

Sector leading growth, improving profitability should help achieve healthy growth in earnings

ITC: Worst-case scenario may be factored in

Despite sharp duty rises, fall in tax collection from cigarettes. So, more rises could be gentler on the firm

ITC: Worst case scenario factored in?

After sharp duty hikes in recent years that led to fall in tax collection from cigarettes, analysts believe further hikes by govt will be benign

Weaker currency boost for pharma, IT

Firms with a higher share of exports from the auto, auto ancillary & chemicals space will also gain and offset slowing in domestic biz

We expect growth to start showing up in overall numbers: Nandkumar Surti

Interview with MD & CEO, JPMorgan Asset Management India

Can Bajaj Auto walk the talk?

The company has said that the quarter that ended in June will be the best ever

Multinational FMCG players lag on 'Make in India' front

One of the reasons for higher imports is finished goods. Industry watchers say companies tend to import finished goods mainly when they launch or test market for new products

United Breweries: Higher Heineken stake sentimentally positive

However, high stock valuations indicate a limited upside, feel analysts for now

Three questions Cairn India shareholders must ask

The deal looks more beneficial for Vedanta than Cairn India

Ground realities, pace of reform will drive equities: Dharmesh Mehta

Interview with Managing Director & Chief Executive Officer, Axis Capital