India Sectors Q4 FY 2021

Speeds up at the last leg

Editorial  India’s re-rating A compassionate management’s drive to meet capex by restructuring has resulted in record-breaking forex reserves	Cover Story  Q4 of FY 2021 Sustained recovery The recovery momentum, halted by the second wave of covid-19, to resume on unlocking of restrictions by Q2 of FY2022
Sector  Banking Looks for better H2 FY2022 High provision coverage ratios of around 70-80%, strong capital ratios and healthy balance sheets	Sector  Automobiles Demand to rebound in Q2 Need for personal mobility, good rains, and lower interest cost
Sector  Capital Goods Better show on weak base Better execution of orders and improved order inflow	Sector  Cement Demand up on low base Demand trajectory likely to improve from H2 of FY2022
Sector  Cement Products In healthy shape Pent-up demand to facilitate recovery on easing of restriction	Sector  Paints Healthy recovery Demand to come Back post drop in covid cases
Sector  Oil Refineries Strong growth in earnings Performance in Q1 to be hit by lower sales due to lockdown	Sector  Steel Improved realizations Vaccination drive, dip in Covid cases and higher infra spend to boost steel demand
Market watch  Market Report Signs of headwinds A hawkish US Fed, crude oil spike and a strengthening US dollar rein in surging equities	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 Signs of headwinds A hawkish US Fed, crude oil spike and a strengthening US dollar rein in surging equities
Capitaline Corner  Spotlight on our choicest idea.