Q1 of FY 2021

In tough times, the tough get going

Editorial  New beginnings Emergence of strong companies on clearing of regulatory overhang, capital-raising and restructuring	Cover Story  Q1 of FY 2021 No signs of gloom Most companies and industries made the most of the 30-60 days that were available for operations in the June 2020 quarter...
Sector  Banking Focus shifts to restructuring As the loan moratorium ends in August, the true state of asset quality will emerge	Sector  Automobiles To recover gradually Demand for two-wheelers and passenger cars rebounding faster on rural liquidity
Sector  Cement Capping costs Demand to recover in H2 on strong rural usage and pick-up in infrastructure activities	Sector  Cement Products An upcycle begins Price hikes aid as rural-oriented products recover
Sector  Paints Sharp U-turn seen Non-urban demand and lower raw material prices support revival	Sector  Oil Refineries Margins limit loss Retail prices kept stable despite fall in global crude prices
Sector  Steel Exports lead recovery After hitting a bottom in Q1, steel prices are up on demand from China	Market watch  Market Report Aiming for bull’s eye The US Fed’s new obsession with jobs, overriding concerns of inflation, will ensure continuation of dollar inflows into d...
Corporate Scoreboard  All important financial and market data of 2000 companies, on consolidated-first priority basis, classified under leading sectors.	Bulletin  Corporate action by companies
Archives of Ideas  Archive of interesting ideas, with new ideas added every fortnight.	Stock Watch Idea  An interesting idea worth tracking.
Market watch  Market Report Aiming for bull’s eye The US Fed’s new obsession with jobs, overriding concerns of inflation, will ensure continuation of dollar inflows into d...	Over The Counter  Buying and selling Insiders buy Manappuram, Banco, St-Gobain Stakeholders sell CG Power & Ind, Ujjivan Financial, Ceat, Sudarshan Chemical, Sadbhav Infrastructure, Phoenix Mills and ...
Ringside View  Bharat Forge Seeing green shoots Breakeven level achieved in Q1 with only one month of operations	Capitaline Corner  Spotlight on our choicest idea.